+120.9%
SLV vs IONS
-40.7%
+161.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.6% | +0.3% | -3.0% |
| 7D | -3.9% | -29.6% | +25.8% | -1.3% |
| 30D | -15.6% | -35.6% | +19.9% | -12.7% |
| 3M | -23.6% | -51.7% | +28.1% | -19.0% |
| 6M | -42.6% | -64.0% | +21.4% | -37.9% |
| YTD | -30.0% | -65.5% | +35.5% | -23.8% |
| 1Y | -6.6% | -62.4% | +55.8% | +1.0% |
| All | +120.9% | -40.7% | +161.5% | +127.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling