+154.6%
SBUX vs IONS
-27.6%
+182.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.1% | +9.5% | +1.6% |
| 7D | +4.9% | -30.3% | +35.2% | +9.2% |
| 30D | +21.2% | -37.7% | +58.9% | +27.9% |
| 3M | +5.7% | -50.5% | +56.2% | +14.8% |
| 6M | +6.0% | -62.8% | +68.8% | +18.6% |
| YTD | +32.9% | -64.4% | +97.3% | +49.4% |
| 1Y | +33.3% | -59.5% | +92.7% | +47.0% |
| 3Y | +13.0% | -39.2% | +52.2% | +14.2% |
| 5Y | +8.8% | -15.3% | +24.2% | +1.8% |
| 10Y | +154.6% | -31.2% | +185.8% | +150.6% |
| All | +154.6% | -27.6% | +182.2% | +150.6% |
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