+37.0%
ORLY vs IONS
+36.3%
+0.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.3% |
| 7D | -1.0% | -8.7% | +7.6% | -0.8% |
| 30D | -6.7% | -1.6% | -5.1% | -6.6% |
| 3M | -3.8% | -24.9% | +21.1% | -3.2% |
| 6M | -9.0% | -25.7% | +16.6% | -8.4% |
| YTD | -5.6% | -29.2% | +23.6% | -4.9% |
| 1Y | -19.5% | -13.0% | -6.5% | -19.1% |
| All | +37.0% | +36.3% | +0.7% | +36.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling