+165.7%
SLV vs IONS
+47.7%
+118.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -0.3% | -4.8% | +4.5% | +0.1% |
| 30D | +6.7% | +7.2% | -0.5% | +6.0% |
| 3M | -10.7% | -22.7% | +12.0% | -9.2% |
| 6M | -20.6% | -26.9% | +6.3% | -18.9% |
| YTD | -7.1% | -26.6% | +19.4% | -5.0% |
| 1Y | +62.0% | -2.1% | +64.1% | +61.9% |
| 3Y | +169.8% | +43.4% | +126.4% | +157.2% |
| All | +165.7% | +47.7% | +118.0% | +155.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling