+3,003.4%
SHOP vs IONS
+88.4%
+2,915.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.4% | -5.2% | -6.9% |
| 7D | -4.1% | -5.3% | +1.2% | -2.6% |
| 30D | -11.5% | +0.3% | -11.8% | -11.8% |
| 3M | +21.1% | -22.9% | +43.9% | +27.8% |
| 6M | +3.0% | -23.4% | +26.4% | +8.8% |
| YTD | -16.7% | -28.3% | +11.6% | -10.7% |
| 1Y | -8.3% | -7.0% | -1.3% | -9.9% |
| 3Y | +112.8% | +37.6% | +75.2% | +70.5% |
| 5Y | -9.3% | +53.4% | -62.7% | -30.6% |
| 10Y | +3,003.4% | +83.9% | +2,919.5% | +2,359.1% |
| All | +3,003.4% | +88.4% | +2,915.0% | +2,359.1% |
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