-50.6%
SQQQ vs IONS
-14.8%
-35.8%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.6% | 0.0% | -2.8% |
| 7D | +1.8% | -6.7% | +8.5% | +1.3% |
| 30D | +4.2% | -4.1% | +8.3% | +4.0% |
| 3M | -3.3% | -26.6% | +23.3% | -1.2% |
| 6M | -43.6% | -27.5% | -16.1% | -42.1% |
| YTD | -41.9% | -31.5% | -10.4% | -40.8% |
| 1Y | -50.6% | -15.3% | -35.3% | -49.5% |
| All | -50.6% | -14.8% | -35.8% | -49.5% |
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 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