+93.9%
QQQ vs IONS
+53.9%
+40.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | -1.3% | -4.3% | +3.0% | -0.6% |
| 30D | -1.4% | +0.4% | -1.8% | -1.5% |
| 3M | +2.3% | -24.1% | +26.4% | +5.3% |
| 6M | +16.9% | -26.4% | +43.3% | +20.8% |
| YTD | +15.6% | -29.7% | +45.3% | +20.2% |
| 1Y | +22.6% | -13.0% | +35.7% | +22.8% |
| 3Y | +93.5% | +35.0% | +58.5% | +69.9% |
| 5Y | +93.9% | +54.2% | +39.7% | +58.7% |
| All | +93.9% | +53.9% | +40.0% | +58.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling