-94.7%
UVXY vs IONS
+36.3%
-130.9%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +1.9% |
| 7D | +2.3% | -8.7% | +10.9% | -1.9% |
| 30D | -15.0% | -1.6% | -13.4% | -15.4% |
| 3M | -39.8% | -24.9% | -14.9% | -46.6% |
| 6M | -60.0% | -25.7% | -34.4% | -64.3% |
| YTD | -48.8% | -29.2% | -19.7% | -54.9% |
| 1Y | -67.3% | -13.0% | -54.3% | -67.5% |
| All | -94.7% | +36.3% | -130.9% | -92.0% |
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 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