+96.6%
USB vs IONS
-14.8%
+111.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.0% |
| 7D | +2.4% | -10.6% | +13.0% | +3.6% |
| 30D | +6.6% | -7.7% | +14.3% | +7.4% |
| 3M | -4.1% | -27.1% | +23.0% | -1.0% |
| 6M | +12.5% | -46.8% | +59.3% | +19.2% |
| YTD | +17.6% | -49.2% | +66.9% | +25.2% |
| 1Y | +36.5% | -44.9% | +81.4% | +43.5% |
| All | +96.6% | -14.8% | +111.5% | +80.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling