+116.5%
ORLY vs IONS
+53.9%
+62.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.6% |
| 7D | -2.1% | -4.3% | +2.1% | -1.9% |
| 30D | -7.6% | +0.4% | -8.0% | -7.7% |
| 3M | -5.5% | -24.1% | +18.6% | -4.5% |
| 6M | -9.7% | -26.4% | +16.7% | -8.6% |
| YTD | -6.2% | -29.7% | +23.4% | -4.9% |
| 1Y | -18.6% | -13.0% | -5.6% | -18.4% |
| 3Y | +33.8% | +35.0% | -1.2% | +29.4% |
| 5Y | +116.5% | +54.2% | +62.3% | +105.2% |
| All | +116.5% | +53.9% | +62.6% | +105.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling