+31,611.1%
SCCO vs IONS
+364.7%
+31,246.3%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -5.3% | -4.8% | -0.4% | -4.7% |
| 30D | +2.7% | +7.2% | -4.5% | +1.8% |
| 3M | +4.2% | -22.7% | +26.9% | +6.8% |
| 6M | -0.6% | -26.9% | +26.3% | +2.6% |
| YTD | +45.0% | -26.6% | +71.5% | +49.6% |
| 1Y | +109.3% | -2.1% | +111.4% | +108.1% |
| 3Y | +180.8% | +43.4% | +137.3% | +160.1% |
| 5Y | +314.3% | +47.0% | +267.3% | +274.9% |
| 10Y | +1,083.3% | +97.2% | +986.1% | +886.3% |
| All | +31,611.1% | +364.7% | +31,246.3% | +16,930.5% |
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