-46.6%
COIN vs IONS
+32.0%
-78.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +2.9% |
| 7D | -5.1% | -6.7% | +1.6% | -2.2% |
| 30D | +17.6% | -4.1% | +21.7% | +19.0% |
| 3M | +9.2% | -26.6% | +35.8% | +21.0% |
| 6M | -11.8% | -27.5% | +15.8% | -2.0% |
| YTD | -22.5% | -31.5% | +9.0% | -12.2% |
| 1Y | -45.9% | -15.3% | -30.5% | -45.1% |
| 3Y | +117.4% | +31.3% | +86.1% | +52.9% |
| 5Y | -29.4% | +50.2% | -79.6% | -55.8% |
| All | -46.6% | +32.0% | -78.6% | -65.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling