+364.2%
ELF vs IONS
-5.7%
+369.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -21.4% | +24.1% | +5.9% |
| 7D | +7.8% | -24.8% | +32.7% | +11.8% |
| 30D | +9.3% | -31.5% | +40.8% | +14.9% |
| 3M | +21.2% | -45.2% | +66.4% | +31.5% |
| 6M | +96.1% | -59.1% | +155.2% | +119.9% |
| YTD | +57.0% | -60.8% | +117.8% | +77.1% |
| 1Y | +61.9% | -57.9% | +119.7% | +80.4% |
| 3Y | +20.0% | -34.5% | +54.5% | +21.7% |
| 5Y | +284.8% | -8.8% | +293.6% | +268.5% |
| 10Y | +364.2% | -19.2% | +383.4% | +310.9% |
| All | +364.2% | -5.7% | +369.9% | +310.9% |
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