+46.9%
UNP vs IONS
+46.3%
+0.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | -5.3% | -4.8% | -0.5% | -5.1% |
| 30D | -1.5% | +7.2% | -8.7% | -2.0% |
| 3M | +10.3% | -22.7% | +32.9% | +11.3% |
| 6M | +9.7% | -26.9% | +36.5% | +11.1% |
| YTD | +27.1% | -26.6% | +53.7% | +28.6% |
| 1Y | +32.6% | -2.1% | +34.7% | +31.6% |
| All | +46.9% | +46.3% | +0.6% | +40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling