+102.2%
USO vs IONS
-44.5%
+146.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.7% | -7.4% | -8.1% |
| 7D | -12.7% | -10.6% | -2.1% | -13.9% |
| 30D | +1.0% | -7.7% | +8.7% | +0.1% |
| 3M | +25.6% | -27.1% | +52.7% | +21.1% |
| 6M | -1.5% | -46.8% | +45.3% | -4.3% |
| YTD | +110.3% | -49.2% | +159.5% | +105.0% |
| 1Y | +102.2% | -44.9% | +147.1% | +96.0% |
| All | +102.2% | -44.5% | +146.7% | +96.0% |
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