+75.5%
EXPD vs IONS
-17.7%
+93.2%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.4% | -1.1% | -4.2% |
| 7D | -4.8% | -12.6% | +7.8% | -4.0% |
| 30D | -1.5% | -11.8% | +10.3% | -0.8% |
| 3M | +4.1% | -28.4% | +32.5% | +6.2% |
| 6M | +24.0% | -48.4% | +72.5% | +28.3% |
| YTD | +27.4% | -51.0% | +78.4% | +32.3% |
| 1Y | +38.4% | -48.0% | +86.4% | +42.8% |
| All | +75.5% | -17.7% | +93.2% | +65.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling