+271.8%
UNP vs IONS
+88.4%
+183.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.1% |
| 7D | -0.7% | -5.3% | +4.5% | -0.1% |
| 30D | -1.1% | +0.3% | -1.4% | -1.2% |
| 3M | +7.9% | -22.9% | +30.7% | +10.4% |
| 6M | +14.6% | -23.4% | +38.0% | +17.3% |
| YTD | +26.6% | -28.3% | +54.9% | +30.5% |
| 1Y | +35.6% | -7.0% | +42.6% | +35.0% |
| 3Y | +45.5% | +37.6% | +7.9% | +33.8% |
| 5Y | +50.0% | +53.4% | -3.4% | +32.2% |
| 10Y | +271.8% | +83.9% | +187.9% | +207.1% |
| All | +271.8% | +88.4% | +183.4% | +207.1% |
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 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