+371.5%
RY vs IONS
+96.6%
+274.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +3.1% | -4.8% | +8.0% | +3.6% |
| 30D | -0.3% | +7.2% | -7.5% | -1.0% |
| 3M | +8.7% | -22.7% | +31.3% | +10.7% |
| 6M | +28.5% | -26.9% | +55.4% | +31.5% |
| YTD | +25.1% | -26.6% | +51.7% | +27.9% |
| 1Y | +46.3% | -2.1% | +48.4% | +45.0% |
| 3Y | +154.9% | +43.4% | +111.5% | +137.2% |
| 5Y | +140.3% | +47.0% | +93.3% | +119.0% |
| All | +371.5% | +96.6% | +274.9% | +316.2% |
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