+449.8%
SOXL vs IONS
+35.4%
+414.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.7% | -7.4% | -7.7% |
| 7D | +8.5% | -4.3% | +12.7% | +10.5% |
| 30D | -13.0% | +0.4% | -13.4% | -13.7% |
| 3M | -35.9% | -24.1% | -11.8% | -32.1% |
| 6M | +112.1% | -26.4% | +138.5% | +129.8% |
| YTD | +175.4% | -29.7% | +205.1% | +207.0% |
| 1Y | +304.9% | -13.0% | +317.9% | +303.0% |
| All | +449.8% | +35.4% | +414.5% | +293.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling