+8,010.4%
SPXL vs IONS
+93.0%
+7,917.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.6% | -3.8% |
| 7D | +7.4% | -26.3% | +33.7% | +18.8% |
| 30D | -7.8% | -31.9% | +24.1% | +5.4% |
| 3M | -11.9% | -48.0% | +36.0% | +11.5% |
| 6M | -1.7% | -62.6% | +60.8% | +38.4% |
| YTD | +20.8% | -63.3% | +84.1% | +71.0% |
| 1Y | +25.0% | -58.4% | +83.4% | +67.7% |
| 3Y | +226.1% | -38.2% | +264.4% | +242.2% |
| 5Y | +101.1% | -11.1% | +112.2% | +74.7% |
| 10Y | +1,112.6% | -31.7% | +1,144.3% | +1,005.2% |
| All | +8,010.4% | +93.0% | +7,917.4% | +1,989.9% |
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