-5.4%
QXO vs IONS
+656.0%
-661.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -4.0% |
| 7D | -3.9% | -8.7% | +4.8% | -3.1% |
| 30D | -17.4% | -1.6% | -15.7% | -17.3% |
| 3M | -22.5% | -24.9% | +2.4% | -20.8% |
| 6M | -41.4% | -25.7% | -15.7% | -40.1% |
| YTD | -34.1% | -29.2% | -4.9% | -32.3% |
| 1Y | -40.8% | -13.0% | -27.8% | -40.3% |
| 3Y | -43.9% | +35.9% | -79.8% | -46.4% |
| 5Y | -69.6% | +54.5% | -124.1% | -71.5% |
| 10Y | +41.0% | +93.1% | -52.1% | +30.6% |
| All | -5.4% | +656.0% | -661.4% | +102.6% |
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