+164.0%
PAYX vs IONS
+87.6%
+76.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +0.9% |
| 7D | -4.9% | -6.7% | +1.8% | -4.0% |
| 30D | -3.8% | -4.1% | +0.3% | -3.4% |
| 3M | +17.9% | -26.6% | +44.4% | +21.7% |
| 6M | +26.1% | -27.5% | +53.6% | +30.2% |
| YTD | +6.7% | -31.5% | +38.2% | +10.8% |
| 1Y | -10.7% | -15.3% | +4.6% | -10.2% |
| 3Y | +7.0% | +31.3% | -24.3% | -2.5% |
| 5Y | +22.6% | +50.2% | -27.6% | +6.8% |
| All | +164.0% | +87.6% | +76.4% | +124.3% |
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