+210.7%
IAU vs IONS
-32.1%
+242.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.4% | -6.3% | 0.0% |
| 7D | -4.6% | -26.3% | +21.7% | -4.0% |
| 30D | -5.4% | -31.9% | +26.5% | -4.7% |
| 3M | -10.9% | -48.0% | +37.1% | -9.6% |
| 6M | -17.4% | -62.6% | +45.2% | -15.6% |
| YTD | -10.2% | -63.3% | +53.1% | -8.3% |
| 1Y | -7.1% | -58.4% | +51.3% | -5.3% |
| 3Y | +97.7% | -38.2% | +135.9% | +99.6% |
| 5Y | +105.3% | -11.1% | +116.4% | +106.4% |
| All | +210.7% | -32.1% | +242.8% | +213.6% |
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