+67.6%
UBER vs IONS
-56.7%
+124.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.4% | -5.6% | -1.0% |
| 7D | +1.6% | -26.3% | +27.9% | +9.5% |
| 30D | +0.6% | -31.9% | +32.5% | +10.8% |
| 3M | -8.2% | -48.0% | +39.8% | +9.3% |
| 6M | -6.7% | -62.6% | +55.8% | +20.7% |
| YTD | -14.7% | -63.3% | +48.6% | +10.4% |
| 1Y | -24.1% | -58.4% | +34.3% | -5.7% |
| 3Y | +33.4% | -38.2% | +71.6% | +34.3% |
| 5Y | +54.5% | -11.1% | +65.6% | +25.0% |
| All | +67.6% | -56.7% | +124.4% | +75.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling