+358.7%
RY vs IONS
+17.3%
+341.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -1.4% |
| 7D | -0.9% | -9.4% | +8.5% | 0.0% |
| 30D | +5.9% | -10.7% | +16.6% | +6.9% |
| 3M | -4.3% | -27.7% | +23.4% | -1.5% |
| 6M | +12.1% | -48.7% | +60.8% | +18.6% |
| YTD | +20.3% | -50.2% | +70.4% | +27.4% |
| 1Y | +41.0% | -46.8% | +87.8% | +48.3% |
| 3Y | +157.5% | -14.8% | +172.4% | +152.3% |
| 5Y | +123.2% | +17.0% | +106.2% | +106.6% |
| All | +358.7% | +17.3% | +341.4% | +326.7% |
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 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