+126.0%
SPG vs IONS
-16.4%
+142.4%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.7% |
| 7D | +4.9% | -9.4% | +14.3% | +5.7% |
| 30D | +15.6% | -10.7% | +26.3% | +16.6% |
| 3M | +4.1% | -27.7% | +31.7% | +6.8% |
| 6M | +13.6% | -48.7% | +62.3% | +19.6% |
| YTD | +27.5% | -50.2% | +77.7% | +34.5% |
| 1Y | +32.2% | -46.8% | +79.0% | +38.5% |
| 3Y | +126.0% | -14.8% | +140.8% | +111.7% |
| All | +126.0% | -16.4% | +142.4% | +111.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling