+248.5%
UAL vs IONS
+578.3%
-329.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.4% | -1.2% | -3.6% |
| 7D | +5.0% | -12.6% | +17.6% | +8.9% |
| 30D | -1.2% | -11.8% | +10.6% | +2.1% |
| 3M | -16.8% | -28.4% | +11.6% | -9.3% |
| 6M | +18.0% | -48.4% | +66.4% | +38.7% |
| YTD | -1.2% | -51.0% | +49.8% | +17.6% |
| 1Y | +14.3% | -48.0% | +62.4% | +33.7% |
| 3Y | +194.6% | -17.8% | +212.3% | +188.2% |
| 5Y | +109.6% | +15.2% | +94.5% | +80.5% |
| 10Y | +93.1% | +43.0% | +50.0% | +35.0% |
| All | +248.5% | +578.3% | -329.8% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling