-19.2%
IONS vs SUI
+118.5%
-137.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | 0.0% | -21.4% | -21.4% |
| 7D | -24.8% | +3.0% | -27.8% | -25.7% |
| 30D | -31.5% | +5.6% | -37.1% | -33.1% |
| 3M | -45.2% | +0.9% | -46.1% | -45.5% |
| 6M | -59.1% | -2.6% | -56.5% | -58.9% |
| YTD | -60.8% | -0.1% | -60.7% | -61.1% |
| 1Y | -57.9% | -1.4% | -56.4% | -58.0% |
| 3Y | -34.5% | +19.8% | -54.2% | -40.3% |
| 5Y | -8.8% | -25.8% | +16.9% | -1.4% |
| 10Y | -19.2% | +118.1% | -137.3% | -27.6% |
| All | -19.2% | +118.5% | -137.8% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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