+59.2%
LUV vs IONS
-44.5%
+103.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.7% | +7.5% | +7.0% |
| 7D | +6.8% | -10.6% | +17.4% | +9.2% |
| 30D | +10.9% | -7.7% | +18.6% | +12.6% |
| 3M | -4.2% | -27.1% | +22.9% | +1.6% |
| 6M | +22.1% | -46.8% | +68.9% | +33.1% |
| YTD | +13.8% | -49.2% | +63.1% | +28.0% |
| 1Y | +59.2% | -44.9% | +104.2% | +75.3% |
| All | +59.2% | -44.5% | +103.8% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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