+176.6%
URI vs IONS
+13.2%
+163.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.4% | -3.8% | -6.5% |
| 7D | -12.9% | -12.6% | -0.3% | -10.9% |
| 30D | -3.4% | -11.8% | +8.4% | -1.4% |
| 3M | -10.0% | -28.4% | +18.4% | -5.1% |
| 6M | +12.2% | -48.4% | +60.6% | +23.8% |
| YTD | +29.8% | -51.0% | +80.7% | +44.2% |
| 1Y | +24.6% | -48.0% | +72.7% | +36.7% |
| 3Y | +137.6% | -17.8% | +155.4% | +127.8% |
| 5Y | +176.6% | +15.2% | +161.5% | +141.7% |
| All | +176.6% | +13.2% | +163.5% | +141.7% |
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