+8,948.7%
UNP vs IONS
+188.4%
+8,760.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -21.4% | +23.7% | +4.0% |
| 7D | -3.3% | -24.8% | +21.6% | -1.3% |
| 30D | +6.7% | -31.5% | +38.2% | +9.5% |
| 3M | +1.8% | -45.2% | +47.0% | +6.2% |
| 6M | +13.3% | -59.1% | +72.4% | +20.4% |
| YTD | +30.3% | -60.8% | +91.2% | +38.8% |
| 1Y | +36.9% | -57.9% | +94.8% | +44.9% |
| 3Y | +50.9% | -34.5% | +85.4% | +52.1% |
| 5Y | +37.9% | -8.8% | +46.8% | +33.6% |
| 10Y | +293.8% | -19.2% | +313.0% | +274.9% |
| All | +8,948.7% | +188.4% | +8,760.4% | +6,448.0% |
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