+222.8%
IAU vs IONS
+84.6%
+138.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +0.9% |
| 7D | +0.2% | -8.7% | +8.8% | +0.4% |
| 30D | +0.2% | -1.6% | +1.8% | +0.2% |
| 3M | +3.3% | -24.9% | +28.2% | +3.7% |
| 6M | -14.6% | -25.7% | +11.1% | -14.2% |
| YTD | +1.9% | -29.2% | +31.1% | +2.4% |
| 1Y | +20.9% | -13.0% | +33.9% | +21.2% |
| 3Y | +127.5% | +35.9% | +91.5% | +126.3% |
| 5Y | +141.9% | +54.5% | +87.4% | +140.6% |
| 10Y | +222.8% | +93.1% | +129.6% | +226.6% |
| All | +222.8% | +84.6% | +138.2% | +226.6% |
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 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