+239.3%
SLV vs IONS
+363.8%
-124.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.2% |
| 7D | +5.1% | -9.4% | +14.5% | +5.7% |
| 30D | -12.9% | -10.7% | -2.2% | -12.3% |
| 3M | -16.1% | -27.7% | +11.6% | -14.5% |
| 6M | -33.2% | -48.7% | +15.5% | -30.8% |
| YTD | -27.2% | -50.2% | +22.9% | -24.4% |
| 1Y | +7.6% | -46.8% | +54.4% | +11.3% |
| 3Y | +122.3% | -14.8% | +137.2% | +121.6% |
| 5Y | +109.7% | +17.0% | +92.7% | +103.8% |
| 10Y | +168.4% | +45.3% | +123.1% | +150.2% |
| All | +239.3% | +363.8% | -124.4% | +99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling