+55.9%
EXPD vs IONS
+17.1%
+38.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.4% |
| 7D | -7.2% | -9.4% | +2.3% | -6.4% |
| 30D | -3.3% | -10.7% | +7.5% | -2.4% |
| 3M | +3.4% | -27.7% | +31.0% | +5.9% |
| 6M | +22.7% | -48.7% | +71.4% | +28.5% |
| YTD | +24.5% | -50.2% | +74.7% | +30.6% |
| 1Y | +38.6% | -46.8% | +85.5% | +44.4% |
| 3Y | +71.5% | -14.8% | +86.3% | +65.4% |
| All | +55.9% | +17.1% | +38.8% | +46.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling