+317.7%
SOXL vs IONS
-14.8%
+332.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.6% | +7.8% | +5.8% |
| 7D | +3.9% | -6.7% | +10.6% | +5.3% |
| 30D | -14.3% | -4.1% | -10.2% | -14.0% |
| 3M | -45.6% | -26.6% | -19.0% | -49.0% |
| 6M | +117.2% | -27.5% | +144.7% | +107.3% |
| YTD | +189.8% | -31.5% | +221.3% | +190.6% |
| 1Y | +317.7% | -15.3% | +333.1% | +266.6% |
| All | +317.7% | -14.8% | +332.6% | +266.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling