-91.6%
SOXS vs IONS
-44.5%
-47.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.7% | +9.4% | +8.6% |
| 7D | +46.7% | -10.6% | +57.2% | +42.2% |
| 30D | +97.0% | -7.7% | +104.7% | +93.0% |
| 3M | +39.5% | -27.1% | +66.6% | +31.2% |
| 6M | -54.9% | -46.8% | -8.1% | -56.1% |
| YTD | -90.4% | -49.2% | -41.1% | -90.6% |
| 1Y | -91.6% | -44.9% | -46.7% | -91.4% |
| All | -91.6% | -44.5% | -47.1% | -91.4% |
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