+12.6%
SOFI vs IONS
+53.9%
-41.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | -7.0% | -4.3% | -2.8% | -5.7% |
| 30D | -4.3% | +0.4% | -4.7% | -4.6% |
| 3M | +8.4% | -24.1% | +32.5% | +15.3% |
| 6M | -5.9% | -26.4% | +20.5% | +0.7% |
| YTD | -34.3% | -29.7% | -4.6% | -28.9% |
| 1Y | -32.6% | -13.0% | -19.5% | -33.2% |
| 3Y | +101.3% | +35.0% | +66.2% | +48.7% |
| 5Y | +12.6% | +54.2% | -41.6% | -27.3% |
| All | +12.6% | +53.9% | -41.4% | -27.3% |
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