+42.9%
IONS vs SOXQ
+286.7%
-243.7%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.4% | -3.1% |
| 7D | -6.7% | +0.8% | -7.4% | -6.9% |
| 30D | -4.1% | -4.6% | +0.5% | -3.1% |
| 3M | -26.6% | -10.2% | -16.4% | -25.6% |
| 6M | -27.5% | +49.7% | -77.2% | -38.6% |
| YTD | -31.5% | +67.2% | -98.7% | -44.2% |
| 1Y | -15.3% | +98.0% | -113.4% | -35.3% |
| 3Y | +31.3% | +237.2% | -205.9% | -21.0% |
| 5Y | +50.2% | +261.3% | -211.1% | -12.0% |
| All | +42.9% | +286.7% | -243.7% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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