-100.0%
SPXU vs IONS
+90.8%
-190.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.4% | -5.2% | +3.5% |
| 7D | -7.6% | -26.3% | +18.7% | -17.0% |
| 30D | +5.3% | -31.9% | +37.3% | -7.7% |
| 3M | +9.6% | -48.0% | +57.6% | -12.4% |
| 6M | -4.5% | -62.6% | +58.0% | -31.6% |
| YTD | -25.9% | -63.3% | +37.4% | -46.8% |
| 1Y | -28.9% | -58.4% | +29.5% | -46.3% |
| 3Y | -80.5% | -38.2% | -42.2% | -81.2% |
| 5Y | -83.4% | -11.1% | -72.3% | -79.4% |
| 10Y | -99.5% | -31.7% | -67.8% | -99.2% |
| All | -100.0% | +90.8% | -190.8% | -100.0% |
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 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