+280.4%
SONY vs IONS
+92.6%
+187.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | -5.8% | -4.3% | -1.5% | -5.2% |
| 30D | -0.4% | +0.4% | -0.8% | -0.5% |
| 3M | +13.3% | -24.1% | +37.4% | +17.0% |
| 6M | +8.5% | -26.4% | +34.9% | +12.5% |
| YTD | -8.1% | -29.7% | +21.5% | -4.2% |
| 1Y | -17.9% | -13.0% | -4.9% | -17.3% |
| 3Y | +41.4% | +35.0% | +6.4% | +28.4% |
| 5Y | +9.3% | +54.2% | -44.9% | -5.1% |
| All | +280.4% | +92.6% | +187.8% | +243.2% |
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