+42,297.2%
SBUX vs IONS
+604.1%
+41,693.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -3.1% | -4.8% | +1.7% | -2.6% |
| 30D | -0.9% | +7.2% | -8.1% | -1.7% |
| 3M | +11.6% | -22.7% | +34.3% | +13.9% |
| 6M | +8.8% | -26.9% | +35.7% | +11.7% |
| YTD | +26.3% | -26.6% | +52.9% | +29.5% |
| 1Y | +23.1% | -2.1% | +25.3% | +22.3% |
| 3Y | +15.0% | +43.4% | -28.5% | +7.2% |
| 5Y | +0.4% | +47.0% | -46.6% | -8.1% |
| 10Y | +130.7% | +97.2% | +33.5% | +96.3% |
| All | +42,297.2% | +604.1% | +41,693.1% | +23,638.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling