+82.5%
UBER vs IONS
+51.6%
+30.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -2.9% |
| 7D | -2.8% | -5.3% | +2.5% | -1.5% |
| 30D | -2.5% | +0.3% | -2.8% | -2.7% |
| 3M | +4.4% | -22.9% | +27.3% | +9.5% |
| 6M | -2.7% | -23.4% | +20.7% | +2.2% |
| YTD | -10.5% | -28.3% | +17.8% | -4.7% |
| 1Y | -22.5% | -7.0% | -15.5% | -23.4% |
| 3Y | +54.8% | +37.6% | +17.2% | +25.3% |
| 5Y | +82.5% | +53.4% | +29.1% | +30.7% |
| All | +82.5% | +51.6% | +30.9% | +30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling