+276.1%
EBAY vs IONS
+87.6%
+188.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.6% | +5.2% | +2.9% |
| 7D | +4.2% | -6.7% | +10.9% | +5.0% |
| 30D | +5.6% | -4.1% | +9.7% | +6.0% |
| 3M | -1.4% | -26.6% | +25.2% | +1.3% |
| 6M | +18.2% | -27.5% | +45.7% | +21.7% |
| YTD | +24.8% | -31.5% | +56.3% | +29.2% |
| 1Y | +18.0% | -15.3% | +33.4% | +18.7% |
| 3Y | +160.3% | +31.3% | +129.0% | +140.3% |
| 5Y | +62.1% | +50.2% | +11.9% | +44.5% |
| All | +276.1% | +87.6% | +188.4% | +236.7% |
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