-49.8%
USAR vs IONS
-44.5%
-5.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.7% | -5.2% | -5.6% |
| 7D | -21.8% | -10.6% | -11.2% | -17.8% |
| 30D | -39.9% | -7.7% | -32.2% | -37.6% |
| 3M | -52.5% | -27.1% | -25.4% | -46.1% |
| 6M | -67.9% | -46.8% | -21.2% | -62.8% |
| YTD | -31.1% | -49.2% | +18.2% | -15.4% |
| 1Y | -49.8% | -44.9% | -4.9% | -43.0% |
| All | -49.8% | -44.5% | -5.3% | -43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling