+236.3%
UNH vs IONS
+92.6%
+143.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.6% | -1.1% |
| 7D | -3.2% | -4.3% | +1.1% | -2.6% |
| 30D | -3.5% | +0.4% | -3.9% | -3.6% |
| 3M | -4.2% | -24.1% | +19.9% | -1.4% |
| 6M | +38.3% | -26.4% | +64.8% | +42.8% |
| YTD | +19.2% | -29.7% | +48.9% | +23.6% |
| 1Y | +15.0% | -13.0% | +28.0% | +15.6% |
| 3Y | -14.5% | +35.0% | -49.6% | -21.5% |
| 5Y | +4.6% | +54.2% | -49.6% | -8.4% |
| All | +236.3% | +92.6% | +143.7% | +190.4% |
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 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