-99.5%
SPXU vs IONS
+92.6%
-192.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +1.6% |
| 7D | +6.4% | -4.3% | +10.6% | +4.5% |
| 30D | +5.9% | +0.4% | +5.5% | +6.3% |
| 3M | -11.7% | -24.1% | +12.4% | -20.4% |
| 6M | -28.7% | -26.4% | -2.2% | -36.1% |
| YTD | -26.4% | -29.7% | +3.3% | -35.0% |
| 1Y | -35.2% | -13.0% | -22.2% | -36.8% |
| 3Y | -79.8% | +35.0% | -114.8% | -73.0% |
| 5Y | -86.1% | +54.2% | -140.3% | -77.0% |
| All | -99.5% | +92.6% | -192.1% | -99.0% |
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