+37,669.3%
UNH vs IONS
+440.4%
+37,229.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.9% | -0.9% |
| 7D | +1.1% | -4.8% | +5.9% | +1.5% |
| 30D | -3.8% | +7.2% | -11.0% | -4.4% |
| 3M | +0.7% | -22.7% | +23.4% | +2.5% |
| 6M | +37.9% | -26.9% | +64.8% | +40.9% |
| YTD | +21.9% | -26.6% | +48.5% | +24.4% |
| 1Y | +31.4% | -2.1% | +33.5% | +30.7% |
| 3Y | -11.4% | +43.4% | -54.8% | -16.2% |
| 5Y | +2.5% | +47.0% | -44.5% | -4.5% |
| 10Y | +242.9% | +97.2% | +145.7% | +202.5% |
| All | +37,669.3% | +440.4% | +37,229.0% | +24,517.5% |
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