-99.8%
SOXS vs IONS
-14.8%
-84.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.6% | -3.0% | -6.2% |
| 7D | -4.7% | -6.7% | +1.9% | -6.4% |
| 30D | +7.7% | -4.1% | +11.8% | +6.8% |
| 3M | -10.2% | -26.6% | +16.4% | -8.6% |
| 6M | -99.2% | -27.5% | -71.7% | -99.1% |
| YTD | -99.5% | -31.5% | -68.0% | -99.5% |
| 1Y | -99.8% | -15.3% | -84.4% | -99.7% |
| All | -99.8% | -14.8% | -84.9% | -99.7% |
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 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