+203.4%
URI vs IONS
+47.7%
+155.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -2.0% | -4.8% | +2.9% | -1.2% |
| 30D | -12.9% | +7.2% | -20.1% | -14.2% |
| 3M | -6.7% | -22.7% | +15.9% | -3.7% |
| 6M | +19.0% | -26.9% | +45.9% | +24.0% |
| YTD | +25.5% | -26.6% | +52.1% | +30.5% |
| 1Y | +5.5% | -2.1% | +7.7% | +3.3% |
| 3Y | +111.3% | +43.4% | +67.9% | +82.3% |
| All | +203.4% | +47.7% | +155.7% | +149.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling