+492.2%
IONS vs EXR
+3,090.1%
-2,597.9%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -0.8% | -8.3% | -8.8% |
| 7D | -30.3% | +1.7% | -32.0% | -30.8% |
| 30D | -37.7% | +18.0% | -55.8% | -41.7% |
| 3M | -50.5% | +9.7% | -60.1% | -52.3% |
| 6M | -62.8% | +13.4% | -76.2% | -64.7% |
| YTD | -64.4% | +26.3% | -90.7% | -67.6% |
| 1Y | -59.5% | +27.6% | -87.0% | -63.3% |
| 3Y | -39.2% | +52.2% | -91.4% | -49.9% |
| 5Y | -15.3% | -1.1% | -14.3% | -19.7% |
| 10Y | -31.2% | +216.8% | -248.0% | -61.1% |
| All | +492.2% | +3,090.1% | -2,597.9% | +34.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling