+49.8%
USFD vs IONS
-44.5%
+94.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.7% | +9.1% | +8.5% |
| 7D | +7.8% | -10.6% | +18.4% | +8.8% |
| 30D | +16.2% | -7.7% | +23.9% | +16.8% |
| 3M | +11.0% | -27.1% | +38.1% | +13.6% |
| 6M | +20.7% | -46.8% | +67.5% | +25.9% |
| YTD | +46.0% | -49.2% | +95.2% | +51.5% |
| 1Y | +49.8% | -44.9% | +94.7% | +49.5% |
| All | +49.8% | -44.5% | +94.3% | +49.5% |
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