+8,723.6%
UNP vs IONS
+440.4%
+8,283.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | -5.3% | -4.8% | -0.5% | -5.0% |
| 30D | -1.5% | +7.2% | -8.7% | -2.1% |
| 3M | +10.3% | -22.7% | +32.9% | +12.0% |
| 6M | +9.7% | -26.9% | +36.5% | +11.8% |
| YTD | +27.1% | -26.6% | +53.7% | +29.4% |
| 1Y | +32.6% | -2.1% | +34.7% | +31.9% |
| 3Y | +40.0% | +43.4% | -3.4% | +33.0% |
| 5Y | +50.8% | +47.0% | +3.9% | +41.2% |
| 10Y | +278.6% | +97.2% | +181.4% | +237.3% |
| All | +8,723.6% | +440.4% | +8,283.2% | +6,005.7% |
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