+204.5%
URI vs IONS
-11.8%
+216.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.4% | -7.7% | -2.2% |
| 7D | +6.7% | -26.3% | +33.0% | +10.9% |
| 30D | +8.9% | -31.9% | +40.8% | +14.7% |
| 3M | +0.5% | -48.0% | +48.5% | +10.5% |
| 6M | +20.7% | -62.6% | +83.2% | +38.8% |
| YTD | +40.0% | -63.3% | +103.3% | +61.3% |
| 1Y | +34.4% | -58.4% | +92.8% | +50.9% |
| 3Y | +149.5% | -38.2% | +187.7% | +147.8% |
| All | +204.5% | -11.8% | +216.3% | +168.7% |
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