-62.4%
IONS vs EXR
+24.1%
-86.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.4% |
| 7D | -29.6% | -1.2% | -28.4% | -29.4% |
| 30D | -35.6% | +18.3% | -53.8% | -39.3% |
| 3M | -51.7% | +9.1% | -60.8% | -53.2% |
| 6M | -64.0% | +11.7% | -75.7% | -65.4% |
| YTD | -65.5% | +25.7% | -91.2% | -68.8% |
| 1Y | -62.4% | +24.9% | -87.3% | -65.9% |
| All | -62.4% | +24.1% | -86.5% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 1y: compounded portfolio wealth divided by compounded EXR 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…
1y analysis · Full analysis span regression · 6 months rolling