+25.3%
UPS vs IONS
-8.4%
+33.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | 0.0% | -1.1% |
| 7D | -3.7% | -8.7% | +5.0% | -2.4% |
| 30D | -3.7% | -1.6% | -2.1% | -3.6% |
| 3M | -6.6% | -24.9% | +18.3% | -5.2% |
| 6M | +2.6% | -25.7% | +28.2% | +4.1% |
| YTD | +4.8% | -29.2% | +34.0% | +7.6% |
| 1Y | +25.3% | -13.0% | +38.3% | +20.6% |
| All | +25.3% | -8.4% | +33.7% | +20.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling