+106,509.8%
ROST vs IONS
+162.2%
+106,347.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -9.1% | +9.9% | +1.7% |
| 7D | +3.2% | -30.3% | +33.4% | +6.4% |
| 30D | +7.4% | -37.7% | +45.2% | +12.0% |
| 3M | -6.1% | -50.5% | +44.4% | 0.0% |
| 6M | +6.2% | -62.8% | +69.0% | +15.6% |
| YTD | +33.4% | -64.4% | +97.8% | +45.7% |
| 1Y | +48.8% | -59.5% | +108.3% | +60.3% |
| 3Y | +99.5% | -39.2% | +138.7% | +103.0% |
| 5Y | +112.7% | -15.3% | +128.0% | +106.8% |
| 10Y | +316.4% | -31.2% | +347.6% | +299.4% |
| All | +106,509.8% | +162.2% | +106,347.5% | +60,017.5% |
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