+2,575.4%
SOXX vs IONS
+372.3%
+2,203.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.9% |
| 7D | +6.1% | -8.7% | +14.8% | +7.8% |
| 30D | +0.5% | -1.6% | +2.1% | +0.6% |
| 3M | -5.3% | -24.9% | +19.6% | -1.5% |
| 6M | +58.3% | -25.7% | +84.0% | +64.9% |
| YTD | +76.8% | -29.2% | +106.0% | +85.6% |
| 1Y | +114.6% | -13.0% | +127.6% | +116.4% |
| 3Y | +229.6% | +35.9% | +193.7% | +195.9% |
| 5Y | +257.3% | +54.5% | +202.8% | +207.1% |
| 10Y | +1,583.2% | +93.1% | +1,490.1% | +1,204.4% |
| All | +2,575.4% | +372.3% | +2,203.0% | +1,190.7% |
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