+68.5%
UBER vs IONS
-58.0%
+126.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -9.1% | +7.5% | +1.0% |
| 7D | +5.2% | -30.3% | +35.4% | +15.3% |
| 30D | -2.0% | -37.7% | +35.7% | +10.9% |
| 3M | -10.2% | -50.5% | +40.3% | +8.4% |
| 6M | -7.2% | -62.8% | +55.6% | +20.2% |
| YTD | -14.3% | -64.4% | +50.1% | +12.0% |
| 1Y | -25.6% | -59.5% | +33.9% | -6.9% |
| 3Y | +35.8% | -39.2% | +75.0% | +37.1% |
| 5Y | +61.5% | -15.3% | +76.8% | +32.9% |
| All | +68.5% | -58.0% | +126.6% | +77.5% |
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