+48.5%
USFD vs IONS
-61.6%
+110.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.6% | +2.2% | -1.2% |
| 7D | +1.3% | -29.6% | +30.9% | +2.4% |
| 30D | +10.6% | -35.6% | +46.1% | +12.4% |
| 3M | -2.4% | -51.7% | +49.3% | +1.3% |
| 6M | +28.9% | -64.0% | +92.9% | +35.9% |
| YTD | +43.7% | -65.5% | +109.2% | +50.5% |
| 1Y | +48.5% | -62.4% | +110.9% | +48.9% |
| All | +48.5% | -61.6% | +110.1% | +48.9% |
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