+26.1%
USB vs IONS
+19.2%
+6.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.0% |
| 7D | +2.4% | -10.6% | +13.0% | +3.8% |
| 30D | +6.6% | -7.7% | +14.3% | +7.5% |
| 3M | -4.1% | -27.1% | +23.0% | -0.6% |
| 6M | +12.5% | -46.8% | +59.3% | +20.3% |
| YTD | +17.6% | -49.2% | +66.9% | +26.4% |
| 1Y | +36.5% | -44.9% | +81.4% | +44.8% |
| 3Y | +95.4% | -14.9% | +110.3% | +87.5% |
| 5Y | +26.1% | +15.9% | +10.2% | +15.6% |
| All | +26.1% | +19.2% | +6.9% | +15.6% |
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