+74.9%
USAR vs IONS
+35.8%
+39.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -2.1% | -4.8% | +2.7% | -1.7% |
| 30D | +2.6% | +7.2% | -4.6% | +2.1% |
| 3M | -35.0% | -22.7% | -12.3% | -34.4% |
| 6M | -6.9% | -26.9% | +20.0% | -5.6% |
| YTD | +48.0% | -26.6% | +74.6% | +50.3% |
| 1Y | +24.8% | -2.1% | +26.9% | +27.4% |
| 3Y | +73.2% | +43.4% | +29.8% | +80.5% |
| All | +74.9% | +35.8% | +39.1% | +82.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling