+3,663.5%
SHOP vs IONS
-29.6%
+3,693.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.7% |
| 7D | -2.5% | -29.4% | +27.0% | +7.2% |
| 30D | -16.7% | -35.1% | +18.4% | -6.0% |
| 3M | -2.2% | -48.9% | +46.7% | +18.1% |
| 6M | +45.6% | -62.4% | +108.0% | +89.2% |
| YTD | -7.3% | -64.2% | +56.9% | +21.7% |
| 1Y | -6.1% | -60.9% | +54.8% | +19.5% |
| 3Y | +143.3% | -38.9% | +182.2% | +147.6% |
| 5Y | +0.2% | -15.6% | +15.7% | -10.9% |
| 10Y | +3,663.5% | -33.5% | +3,696.9% | +3,501.0% |
| All | +3,663.5% | -29.6% | +3,693.1% | +3,501.0% |
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