+17.5%
LUV vs IONS
+87.6%
-70.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.6% | +4.0% | +1.9% |
| 7D | -1.0% | -6.7% | +5.7% | +0.3% |
| 30D | -12.4% | -4.1% | -8.2% | -11.8% |
| 3M | -11.0% | -26.6% | +15.6% | -7.1% |
| 6M | -5.0% | -27.5% | +22.5% | -0.5% |
| YTD | -3.8% | -31.5% | +27.7% | +1.8% |
| 1Y | +25.9% | -15.3% | +41.3% | +28.2% |
| 3Y | +42.2% | +31.3% | +10.9% | +29.2% |
| 5Y | -10.8% | +50.2% | -61.0% | -22.4% |
| All | +17.5% | +87.6% | -70.2% | -0.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling