+32.9%
URI vs IONS
-44.5%
+77.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.3% |
| 7D | -4.3% | -10.6% | +6.3% | -3.7% |
| 30D | +4.6% | -7.7% | +12.3% | +5.1% |
| 3M | -2.1% | -27.1% | +25.0% | -0.5% |
| 6M | +21.9% | -46.8% | +68.7% | +22.7% |
| YTD | +39.7% | -49.2% | +88.9% | +42.3% |
| 1Y | +32.9% | -44.9% | +77.8% | +33.1% |
| All | +32.9% | -44.5% | +77.4% | +33.1% |
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 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