+1,450.1%
QLD vs IONS
-27.6%
+1,477.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -9.1% | +7.9% | +1.9% |
| 7D | -3.8% | -30.3% | +26.5% | +7.0% |
| 30D | -20.5% | -37.7% | +17.2% | -8.1% |
| 3M | -14.6% | -50.5% | +35.9% | +6.2% |
| 6M | -14.7% | -62.8% | +48.1% | +14.3% |
| YTD | +11.2% | -64.4% | +75.6% | +50.8% |
| 1Y | +7.1% | -59.5% | +66.6% | +38.2% |
| 3Y | +141.1% | -39.2% | +180.3% | +146.4% |
| 5Y | +84.3% | -15.3% | +99.6% | +58.2% |
| 10Y | +1,450.1% | -31.2% | +1,481.2% | +1,394.0% |
| All | +1,450.1% | -27.6% | +1,477.7% | +1,394.0% |
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