+989.6%
EIX vs IONS
+440.4%
+549.2%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -19.1% | -4.8% | -14.2% | -18.9% |
| 30D | -16.9% | +7.2% | -24.1% | -17.2% |
| 3M | -20.0% | -22.7% | +2.7% | -19.3% |
| 6M | -21.3% | -26.9% | +5.6% | -20.5% |
| YTD | -1.7% | -26.6% | +24.9% | -0.7% |
| 1Y | +9.6% | -2.1% | +11.7% | +9.3% |
| 3Y | -3.7% | +43.4% | -47.1% | -6.1% |
| 5Y | +22.6% | +47.0% | -24.4% | +18.6% |
| 10Y | +17.7% | +97.2% | -79.5% | +11.3% |
| All | +989.6% | +440.4% | +549.2% | +872.5% |
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