+19,418.6%
SOXL vs IONS
+482.1%
+18,936.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.1% | +9.9% | +9.9% |
| 7D | +5.3% | -4.8% | +10.2% | +8.0% |
| 30D | -11.2% | +7.2% | -18.4% | -14.9% |
| 3M | -55.4% | -22.7% | -32.7% | -51.6% |
| 6M | +107.1% | -26.9% | +134.0% | +132.7% |
| YTD | +179.0% | -26.6% | +205.6% | +213.3% |
| 1Y | +357.4% | -2.1% | +359.5% | +338.6% |
| 3Y | +397.5% | +43.4% | +354.0% | +262.6% |
| 5Y | +155.9% | +47.0% | +108.9% | +88.8% |
| 10Y | +4,301.6% | +97.2% | +4,204.4% | +2,832.0% |
| All | +19,418.6% | +482.1% | +18,936.5% | +3,485.7% |
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