-86.0%
SPXU vs IONS
+52.5%
-138.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.0% |
| 7D | +1.3% | -8.7% | +9.9% | -1.9% |
| 30D | +5.1% | -1.6% | +6.7% | +4.7% |
| 3M | -9.1% | -24.9% | +15.8% | -16.7% |
| 6M | -29.6% | -25.7% | -3.9% | -35.2% |
| YTD | -27.7% | -29.2% | +1.5% | -34.4% |
| 1Y | -37.0% | -13.0% | -23.9% | -37.7% |
| 3Y | -80.2% | +35.9% | -116.1% | -73.1% |
| 5Y | -86.0% | +54.5% | -140.5% | -76.5% |
| All | -86.0% | +52.5% | -138.5% | -76.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling