+8,771.7%
SPXL vs IONS
+285.7%
+8,485.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | +0.1% | -4.8% | +4.9% | +2.0% |
| 30D | -0.9% | +7.2% | -8.1% | -4.0% |
| 3M | +2.0% | -22.7% | +24.7% | +9.9% |
| 6M | +33.5% | -26.9% | +60.4% | +47.1% |
| YTD | +32.2% | -26.6% | +58.7% | +44.9% |
| 1Y | +48.9% | -2.1% | +51.0% | +43.6% |
| 3Y | +222.9% | +43.4% | +179.4% | +142.5% |
| 5Y | +140.7% | +47.0% | +93.7% | +74.2% |
| 10Y | +1,192.7% | +97.2% | +1,095.5% | +669.9% |
| All | +8,771.7% | +285.7% | +8,485.9% | +1,670.3% |
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