+115.0%
UMC vs IONS
-44.5%
+159.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.9% |
| 7D | -14.7% | -10.6% | -4.1% | -12.9% |
| 30D | -32.9% | -7.7% | -25.2% | -31.9% |
| 3M | -22.2% | -27.1% | +4.9% | -18.1% |
| 6M | +25.9% | -46.8% | +72.7% | +34.3% |
| YTD | +107.9% | -49.2% | +157.2% | +126.1% |
| 1Y | +115.0% | -44.9% | +159.9% | +131.4% |
| All | +115.0% | -44.5% | +159.6% | +131.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling