+183.2%
SLV vs IONS
-29.6%
+212.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | -1.1% | -29.4% | +28.4% | +1.0% |
| 30D | -14.2% | -35.1% | +21.0% | -11.9% |
| 3M | -20.3% | -48.9% | +28.6% | -17.0% |
| 6M | -40.2% | -62.4% | +22.2% | -36.7% |
| YTD | -27.6% | -64.2% | +36.6% | -23.0% |
| 1Y | +0.4% | -60.9% | +61.3% | +6.2% |
| 3Y | +129.4% | -38.9% | +168.2% | +133.5% |
| 5Y | +99.8% | -15.6% | +115.4% | +99.1% |
| 10Y | +183.2% | -33.5% | +216.7% | +190.4% |
| All | +183.2% | -29.6% | +212.9% | +190.4% |
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