+5,805.1%
SPG vs IONS
+518.4%
+5,286.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.7% |
| 7D | +4.9% | -9.4% | +14.3% | +5.9% |
| 30D | +15.6% | -10.7% | +26.3% | +16.7% |
| 3M | +4.1% | -27.7% | +31.7% | +7.0% |
| 6M | +13.6% | -48.7% | +62.3% | +20.1% |
| YTD | +27.5% | -50.2% | +77.7% | +35.1% |
| 1Y | +32.2% | -46.8% | +79.0% | +39.1% |
| 3Y | +126.0% | -14.8% | +140.8% | +123.5% |
| 5Y | +74.7% | +17.0% | +57.7% | +65.8% |
| 10Y | +112.8% | +45.3% | +67.5% | +92.3% |
| All | +5,805.1% | +518.4% | +5,286.7% | +4,174.3% |
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