+110.9%
SPG vs IONS
+17.3%
+93.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.6% |
| 7D | +4.9% | -9.4% | +14.3% | +6.4% |
| 30D | +15.6% | -10.7% | +26.3% | +17.4% |
| 3M | +4.1% | -27.7% | +31.7% | +8.9% |
| 6M | +13.6% | -48.7% | +62.3% | +24.3% |
| YTD | +27.5% | -50.2% | +77.7% | +40.0% |
| 1Y | +32.2% | -46.8% | +79.0% | +43.5% |
| 3Y | +126.0% | -14.8% | +140.8% | +119.4% |
| 5Y | +74.7% | +17.0% | +57.7% | +56.2% |
| All | +110.9% | +17.3% | +93.6% | +95.7% |
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 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