+14,014.6%
EBAY vs IONS
+379.1%
+13,635.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -2.1% | -4.8% | +2.8% | -1.3% |
| 30D | -6.7% | +7.2% | -13.9% | -7.9% |
| 3M | -5.0% | -22.7% | +17.7% | -1.9% |
| 6M | +14.6% | -26.9% | +41.5% | +19.4% |
| YTD | +19.8% | -26.6% | +46.4% | +24.5% |
| 1Y | +12.6% | -2.1% | +14.7% | +10.9% |
| 3Y | +141.0% | +43.4% | +97.5% | +113.9% |
| 5Y | +47.5% | +47.0% | +0.6% | +27.3% |
| 10Y | +263.3% | +97.2% | +166.1% | +170.4% |
| All | +14,014.6% | +379.1% | +13,635.5% | +4,041.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling