+78.9%
INFY vs IONS
+87.6%
-8.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +1.8% |
| 7D | -5.4% | -6.7% | +1.3% | -4.6% |
| 30D | -9.9% | -4.1% | -5.7% | -9.5% |
| 3M | -4.6% | -26.6% | +22.0% | -1.6% |
| 6M | -18.5% | -27.5% | +9.1% | -15.9% |
| YTD | -36.5% | -31.5% | -5.1% | -34.1% |
| 1Y | -32.8% | -15.3% | -17.4% | -32.2% |
| 3Y | -32.2% | +31.3% | -63.5% | -37.3% |
| 5Y | -44.7% | +50.2% | -94.9% | -50.8% |
| All | +78.9% | +87.6% | -8.8% | +65.9% |
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 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