+1,762.4%
ULTA vs IONS
+218.6%
+1,543.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.3% | -2.2% |
| 7D | +0.7% | -5.3% | +5.9% | +1.6% |
| 30D | -2.8% | +0.3% | -3.1% | -2.9% |
| 3M | +18.7% | -22.9% | +41.6% | +23.1% |
| 6M | -15.0% | -23.4% | +8.4% | -11.8% |
| YTD | -9.2% | -28.3% | +19.1% | -4.8% |
| 1Y | +5.7% | -7.0% | +12.7% | +5.4% |
| 3Y | +32.8% | +37.6% | -4.9% | +19.6% |
| 5Y | +46.0% | +53.4% | -7.4% | +24.8% |
| 10Y | +125.5% | +83.9% | +41.5% | +74.0% |
| All | +1,762.4% | +218.6% | +1,543.8% | +726.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling