+42.2%
UBER vs IONS
-34.1%
+76.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -21.4% | +25.1% | +5.8% |
| 7D | +6.7% | -24.8% | +31.5% | +9.4% |
| 30D | -0.5% | -31.5% | +31.1% | +3.1% |
| 3M | -5.1% | -45.2% | +40.1% | +0.8% |
| 6M | -5.7% | -59.1% | +53.4% | +2.9% |
| YTD | -12.9% | -60.8% | +47.9% | -4.7% |
| 1Y | -22.6% | -57.9% | +35.2% | -16.1% |
| 3Y | +42.2% | -34.5% | +76.7% | +38.3% |
| All | +42.2% | -34.1% | +76.3% | +38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling