+123.9%
SBUX vs IONS
+87.6%
+36.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.2% |
| 7D | -5.5% | -6.7% | +1.2% | -4.6% |
| 30D | -8.5% | -4.1% | -4.4% | -8.0% |
| 3M | -2.9% | -26.6% | +23.7% | +0.1% |
| 6M | -1.5% | -27.5% | +26.0% | +1.7% |
| YTD | +19.4% | -31.5% | +50.9% | +24.1% |
| 1Y | +22.9% | -15.3% | +38.3% | +24.1% |
| 3Y | +11.3% | +31.3% | -20.0% | +2.3% |
| 5Y | -6.9% | +50.2% | -57.1% | -18.0% |
| All | +123.9% | +87.6% | +36.2% | +93.3% |
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