+534.7%
QQQ vs IONS
-32.1%
+566.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.6% | -2.3% |
| 7D | +3.6% | -26.3% | +29.9% | +8.3% |
| 30D | -6.7% | -31.9% | +25.2% | -1.1% |
| 3M | -7.0% | -48.0% | +41.0% | +3.0% |
| 6M | -4.7% | -62.6% | +57.9% | +10.7% |
| YTD | +11.1% | -63.3% | +74.3% | +29.1% |
| 1Y | +12.3% | -58.4% | +70.7% | +27.4% |
| 3Y | +83.3% | -38.2% | +121.5% | +85.1% |
| 5Y | +77.5% | -11.1% | +88.6% | +61.2% |
| All | +534.7% | -32.1% | +566.8% | +497.8% |
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