+218.9%
SLV vs IONS
+88.4%
+130.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.6% |
| 7D | +2.5% | -5.3% | +7.8% | +2.8% |
| 30D | +3.3% | +0.3% | +3.0% | +3.2% |
| 3M | -3.6% | -22.9% | +19.3% | -2.4% |
| 6M | -21.8% | -23.4% | +1.6% | -20.8% |
| YTD | -7.8% | -28.3% | +20.5% | -6.2% |
| 1Y | +58.3% | -7.0% | +65.3% | +58.7% |
| 3Y | +182.6% | +37.6% | +145.0% | +174.0% |
| 5Y | +167.8% | +53.4% | +114.4% | +157.0% |
| 10Y | +218.9% | +83.9% | +134.9% | +202.9% |
| All | +218.9% | +88.4% | +130.4% | +202.9% |
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