+559.3%
ROKU vs IONS
+5.0%
+554.3%
-91.9%
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% | +1.5% |
| 7D | -0.4% | -6.7% | +6.3% | +2.0% |
| 30D | +2.1% | -4.1% | +6.2% | +3.4% |
| 3M | +29.5% | -26.6% | +56.1% | +40.8% |
| 6M | +53.8% | -27.5% | +81.3% | +67.8% |
| YTD | +42.8% | -31.5% | +74.3% | +58.3% |
| 1Y | +60.7% | -15.3% | +76.1% | +63.2% |
| 3Y | +83.9% | +31.3% | +52.6% | +43.3% |
| 5Y | -52.8% | +50.2% | -103.0% | -65.8% |
| All | +559.3% | +5.0% | +554.3% | +395.4% |
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