+199.3%
URI vs IONS
-11.1%
+210.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -21.4% | +28.2% | +10.1% |
| 7D | -4.0% | -24.8% | +20.8% | -0.3% |
| 30D | +6.8% | -31.5% | +38.3% | +12.6% |
| 3M | -2.8% | -45.2% | +42.4% | +6.1% |
| 6M | +20.9% | -59.1% | +79.9% | +37.2% |
| YTD | +40.2% | -60.8% | +101.1% | +60.2% |
| 1Y | +34.1% | -57.9% | +91.9% | +50.7% |
| 3Y | +164.1% | -34.5% | +198.6% | +160.4% |
| 5Y | +199.3% | -8.8% | +208.2% | +165.7% |
| All | +199.3% | -11.1% | +210.5% | +165.7% |
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