-3.6%
UNH vs IONS
-14.9%
+11.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | -1.6% | -29.4% | +27.9% | +1.1% |
| 30D | +6.5% | -35.1% | +41.6% | +10.2% |
| 3M | +0.8% | -48.9% | +49.7% | +6.4% |
| 6M | +6.1% | -62.4% | +68.5% | +14.3% |
| YTD | +24.5% | -64.2% | +88.7% | +34.5% |
| 1Y | +26.3% | -60.9% | +87.2% | +35.4% |
| 3Y | -20.7% | -38.9% | +18.2% | -19.9% |
| 5Y | -3.6% | -15.6% | +12.0% | -6.1% |
| All | -3.6% | -14.9% | +11.4% | -6.1% |
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