+1,179.9%
URI vs IONS
+96.6%
+1,083.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -2.0% | -4.8% | +2.9% | -0.9% |
| 30D | -12.9% | +7.2% | -20.1% | -14.5% |
| 3M | -6.7% | -22.7% | +15.9% | -2.7% |
| 6M | +19.0% | -26.9% | +45.9% | +25.5% |
| YTD | +25.5% | -26.6% | +52.1% | +32.0% |
| 1Y | +5.5% | -2.1% | +7.7% | +3.3% |
| 3Y | +111.3% | +43.4% | +67.9% | +79.8% |
| 5Y | +198.6% | +47.0% | +151.6% | +143.2% |
| All | +1,179.9% | +96.6% | +1,083.3% | +711.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling