+60.3%
EXPD vs IONS
-11.1%
+71.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -21.4% | +24.1% | +4.2% |
| 7D | -5.5% | -24.8% | +19.4% | -3.7% |
| 30D | -1.9% | -31.5% | +29.6% | +0.7% |
| 3M | +6.1% | -45.2% | +51.3% | +10.7% |
| 6M | +21.6% | -59.1% | +80.7% | +29.1% |
| YTD | +27.9% | -60.8% | +88.7% | +36.2% |
| 1Y | +39.4% | -57.9% | +97.2% | +47.2% |
| 3Y | +72.7% | -34.5% | +107.1% | +69.4% |
| 5Y | +60.3% | -8.8% | +69.1% | +51.9% |
| All | +60.3% | -11.1% | +71.5% | +51.9% |
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 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