-26.2%
UBER vs IONS
-44.5%
+18.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.7% | +5.6% | +5.0% |
| 7D | +7.0% | -10.6% | +17.6% | +8.3% |
| 30D | +0.6% | -7.7% | +8.3% | +1.3% |
| 3M | -2.9% | -27.1% | +24.1% | +0.4% |
| 6M | -5.5% | -46.8% | +41.3% | -1.0% |
| YTD | -14.5% | -49.2% | +34.8% | -11.3% |
| 1Y | -26.2% | -44.9% | +18.7% | -23.6% |
| All | -26.2% | -44.5% | +18.3% | -23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling