+10.3%
SLV vs IONS
-44.5%
+54.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.7% | +5.8% | +5.3% |
| 7D | -3.9% | -10.6% | +6.7% | -2.1% |
| 30D | -14.5% | -7.7% | -6.8% | -13.4% |
| 3M | -12.4% | -27.1% | +14.7% | -8.3% |
| 6M | -28.5% | -46.8% | +18.3% | -24.1% |
| YTD | -26.8% | -49.2% | +22.5% | -18.5% |
| 1Y | +10.3% | -44.9% | +55.3% | +23.7% |
| All | +10.3% | -44.5% | +54.9% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling