+54.8%
EBAY vs IONS
+52.5%
+2.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.9% |
| 7D | -3.0% | -8.7% | +5.7% | -2.1% |
| 30D | -3.6% | -1.6% | -2.0% | -3.5% |
| 3M | -4.4% | -24.9% | +20.4% | -2.2% |
| 6M | +12.1% | -25.7% | +37.7% | +14.8% |
| YTD | +19.9% | -29.2% | +49.1% | +23.4% |
| 1Y | +13.4% | -13.0% | +26.4% | +13.4% |
| 3Y | +150.5% | +35.9% | +114.5% | +126.1% |
| 5Y | +54.8% | +54.5% | +0.3% | +36.7% |
| All | +54.8% | +52.5% | +2.3% | +36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling