+71.0%
UBER vs IONS
-16.6%
+87.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -2.4% |
| 7D | -7.0% | -8.7% | +1.6% | -4.4% |
| 30D | -8.9% | -1.6% | -7.3% | -8.6% |
| 3M | +1.0% | -24.9% | +25.9% | +8.2% |
| 6M | -3.7% | -25.7% | +21.9% | +3.3% |
| YTD | -13.0% | -29.2% | +16.2% | -5.6% |
| 1Y | -25.5% | -13.0% | -12.5% | -24.9% |
| 3Y | +50.5% | +35.9% | +14.5% | +18.1% |
| 5Y | +76.2% | +54.5% | +21.7% | +24.0% |
| All | +71.0% | -16.6% | +87.6% | +49.6% |
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 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