+54.7%
IONS vs SUI
-32.0%
+86.7%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | 0.0% |
| 7D | -4.8% | -2.8% | -2.0% | -3.9% |
| 30D | +7.2% | -1.2% | +8.4% | +7.6% |
| 3M | -22.7% | -1.7% | -20.9% | -22.3% |
| 6M | -26.9% | -10.5% | -16.4% | -24.3% |
| YTD | -26.6% | -1.8% | -24.7% | -26.5% |
| 1Y | -2.1% | -4.1% | +2.0% | -1.3% |
| 3Y | +43.4% | +11.3% | +32.2% | +34.4% |
| All | +54.7% | -32.0% | +86.7% | +77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling