+116.5%
SPG vs IONS
-5.7%
+122.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -21.4% | +23.4% | +5.3% |
| 7D | +5.1% | -24.8% | +29.9% | +9.2% |
| 30D | +16.8% | -31.5% | +48.4% | +23.1% |
| 3M | +5.7% | -45.2% | +50.8% | +15.0% |
| 6M | +17.8% | -59.1% | +76.9% | +33.1% |
| YTD | +30.1% | -60.8% | +90.9% | +47.8% |
| 1Y | +32.8% | -57.9% | +90.6% | +48.9% |
| 3Y | +137.2% | -34.5% | +171.7% | +138.3% |
| 5Y | +81.5% | -8.8% | +90.3% | +66.7% |
| 10Y | +116.5% | -19.2% | +135.7% | +102.1% |
| All | +116.5% | -5.7% | +122.2% | +102.1% |
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