+153.1%
EXPE vs IONS
+88.4%
+64.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.4% | -5.5% | -7.4% |
| 7D | -9.8% | -5.3% | -4.5% | -8.8% |
| 30D | -11.5% | +0.3% | -11.8% | -11.6% |
| 3M | +21.7% | -22.9% | +44.6% | +26.2% |
| 6M | +10.4% | -23.4% | +33.8% | +14.5% |
| YTD | -2.5% | -28.3% | +25.8% | +2.0% |
| 1Y | +27.3% | -7.0% | +34.4% | +26.0% |
| 3Y | +153.5% | +37.6% | +115.9% | +120.8% |
| 5Y | +91.1% | +53.4% | +37.7% | +58.9% |
| 10Y | +153.1% | +83.9% | +69.2% | +121.3% |
| All | +153.1% | +88.4% | +64.7% | +121.3% |
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