+46.0%
ELF vs IONS
-61.6%
+107.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.6% | -0.6% | -3.7% |
| 7D | +3.4% | -29.6% | +33.0% | +6.9% |
| 30D | +5.0% | -35.6% | +40.5% | +10.1% |
| 3M | +22.6% | -51.7% | +74.3% | +33.6% |
| 6M | +104.0% | -64.0% | +168.0% | +122.1% |
| YTD | +49.3% | -65.5% | +114.8% | +65.3% |
| 1Y | +46.0% | -62.4% | +108.5% | +52.2% |
| All | +46.0% | -61.6% | +107.7% | +52.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling