+57,369.0%
ORLY vs IONS
+374.4%
+56,994.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.4% | -5.7% | +0.2% |
| 7D | +2.6% | -26.3% | +28.8% | +4.6% |
| 30D | +6.3% | -31.9% | +38.3% | +9.0% |
| 3M | -0.4% | -48.0% | +47.6% | +3.9% |
| 6M | +2.8% | -62.6% | +65.3% | +9.4% |
| YTD | +1.1% | -63.3% | +64.3% | +7.6% |
| 1Y | -6.3% | -58.4% | +52.1% | -1.1% |
| 3Y | +38.9% | -38.2% | +77.1% | +40.4% |
| 5Y | +113.1% | -11.1% | +124.2% | +107.4% |
| 10Y | +426.2% | -31.7% | +458.0% | +407.2% |
| All | +57,369.0% | +374.4% | +56,994.5% | +40,898.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling