-100.0%
SPXU vs IONS
+281.4%
-381.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.2% |
| 7D | -0.1% | -4.8% | +4.7% | -1.9% |
| 30D | +0.8% | +7.2% | -6.4% | +3.6% |
| 3M | -4.7% | -22.7% | +18.0% | -12.3% |
| 6M | -29.6% | -26.9% | -2.7% | -36.1% |
| YTD | -29.9% | -26.6% | -3.3% | -36.0% |
| 1Y | -39.1% | -2.1% | -37.0% | -37.7% |
| 3Y | -80.0% | +43.4% | -123.4% | -74.0% |
| 5Y | -86.0% | +47.0% | -133.0% | -79.3% |
| 10Y | -99.5% | +97.2% | -196.7% | -99.0% |
| All | -100.0% | +281.4% | -381.4% | -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