-36.0%
SQQQ vs IONS
-44.5%
+8.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.9% |
| 7D | +14.6% | -10.6% | +25.1% | +12.8% |
| 30D | +28.9% | -7.7% | +36.6% | +27.6% |
| 3M | +13.1% | -27.1% | +40.2% | +10.3% |
| 6M | -15.2% | -46.8% | +31.6% | -15.7% |
| YTD | -37.0% | -49.2% | +12.3% | -37.0% |
| 1Y | -36.0% | -44.9% | +9.0% | -34.1% |
| All | -36.0% | -44.5% | +8.6% | -34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling