+16,404.6%
EBAY vs IONS
+139.7%
+16,264.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.4% | -5.8% | -0.4% |
| 7D | -0.9% | -26.3% | +25.4% | +3.7% |
| 30D | +3.5% | -31.9% | +35.4% | +9.6% |
| 3M | +16.0% | -48.0% | +64.0% | +28.1% |
| 6M | +7.6% | -62.6% | +70.2% | +24.3% |
| YTD | +40.1% | -63.3% | +103.4% | +61.9% |
| 1Y | +45.0% | -58.4% | +103.4% | +64.0% |
| 3Y | +228.1% | -38.2% | +266.3% | +234.0% |
| 5Y | +78.6% | -11.1% | +89.7% | +66.5% |
| 10Y | +378.8% | -31.7% | +410.5% | +329.1% |
| All | +16,404.6% | +139.7% | +16,264.9% | +5,288.2% |
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