+48.2%
S vs IONS
-38.5%
+86.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.5% |
| 7D | +1.2% | -29.4% | +30.7% | +3.5% |
| 30D | -7.3% | -35.1% | +27.8% | -4.4% |
| 3M | +5.9% | -48.9% | +54.8% | +11.1% |
| 6M | +45.6% | -62.4% | +108.0% | +56.4% |
| YTD | +58.5% | -64.2% | +122.7% | +71.0% |
| 1Y | +37.6% | -60.9% | +98.5% | +46.2% |
| All | +48.2% | -38.5% | +86.6% | +40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling