+5.3%
UNH vs IONS
+51.6%
-46.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.1% |
| 7D | +1.1% | -5.3% | +6.4% | +1.6% |
| 30D | -1.5% | +0.3% | -1.8% | -1.6% |
| 3M | -0.8% | -22.9% | +22.0% | +0.9% |
| 6M | +41.8% | -23.4% | +65.2% | +44.3% |
| YTD | +23.1% | -28.3% | +51.4% | +25.8% |
| 1Y | +28.5% | -7.0% | +35.5% | +28.1% |
| 3Y | -11.8% | +37.6% | -49.4% | -17.1% |
| 5Y | +5.3% | +53.4% | -48.0% | -1.6% |
| All | +5.3% | +51.6% | -46.2% | -1.6% |
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