+334.3%
EXPD vs IONS
-29.6%
+364.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.8% |
| 7D | -1.6% | -29.4% | +27.9% | +1.7% |
| 30D | +0.6% | -35.1% | +35.7% | +4.8% |
| 3M | +9.8% | -48.9% | +58.7% | +17.2% |
| 6M | +25.8% | -62.4% | +88.2% | +37.8% |
| YTD | +31.3% | -64.2% | +95.5% | +44.4% |
| 1Y | +40.9% | -60.9% | +101.8% | +53.4% |
| 3Y | +74.7% | -38.9% | +113.6% | +75.5% |
| 5Y | +62.9% | -15.6% | +78.4% | +53.6% |
| 10Y | +334.3% | -33.5% | +367.8% | +316.0% |
| All | +334.3% | -29.6% | +364.0% | +316.0% |
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 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