+54,688.5%
ORLY vs IONS
+848.4%
+53,840.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -0.7% | -4.8% | +4.2% | -0.4% |
| 30D | -5.9% | +7.2% | -13.1% | -6.4% |
| 3M | -0.6% | -22.7% | +22.1% | +0.8% |
| 6M | -6.8% | -26.9% | +20.1% | -5.1% |
| YTD | -3.6% | -26.6% | +22.9% | -2.0% |
| 1Y | -16.3% | -2.1% | -14.2% | -16.7% |
| 3Y | +39.1% | +43.4% | -4.3% | +32.7% |
| 5Y | +125.4% | +47.0% | +78.4% | +112.1% |
| 10Y | +366.5% | +97.2% | +269.4% | +317.4% |
| All | +54,688.5% | +848.4% | +53,840.0% | +37,236.4% |
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 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