+14.8%
SBUX vs IONS
-34.1%
+49.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -21.4% | +25.2% | +4.8% |
| 7D | +4.8% | -24.8% | +29.7% | +6.1% |
| 30D | +20.6% | -31.5% | +52.1% | +22.7% |
| 3M | +4.3% | -45.2% | +49.4% | +7.5% |
| 6M | +5.5% | -59.1% | +64.6% | +10.1% |
| YTD | +32.3% | -60.8% | +93.1% | +38.3% |
| 1Y | +31.2% | -57.9% | +89.0% | +36.4% |
| 3Y | +14.8% | -34.5% | +49.3% | +10.4% |
| All | +14.8% | -34.1% | +49.0% | +10.4% |
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