+1,537.1%
SOXX vs IONS
+87.6%
+1,449.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.5% | +2.4% |
| 7D | +1.4% | -6.7% | +8.1% | +2.9% |
| 30D | -3.6% | -4.1% | +0.5% | -2.9% |
| 3M | -10.2% | -26.6% | +16.4% | -5.7% |
| 6M | +54.2% | -27.5% | +81.8% | +62.4% |
| YTD | +75.2% | -31.5% | +106.7% | +86.6% |
| 1Y | +107.5% | -15.3% | +122.9% | +110.1% |
| 3Y | +226.8% | +31.3% | +195.5% | +184.8% |
| 5Y | +251.2% | +50.2% | +201.0% | +188.2% |
| All | +1,537.1% | +87.6% | +1,449.5% | +1,248.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling