-94.7%
SQQQ vs IONS
+53.9%
-148.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +3.9% | +3.0% |
| 7D | +4.1% | -4.3% | +8.3% | +2.1% |
| 30D | +4.6% | +0.4% | +4.2% | +4.9% |
| 3M | -10.4% | -24.1% | +13.7% | -19.7% |
| 6M | -42.1% | -26.4% | -15.7% | -48.4% |
| YTD | -40.3% | -29.7% | -10.7% | -47.7% |
| 1Y | -50.2% | -13.0% | -37.1% | -51.1% |
| 3Y | -89.4% | +35.0% | -124.4% | -84.4% |
| 5Y | -94.7% | +54.2% | -148.9% | -88.8% |
| All | -94.7% | +53.9% | -148.6% | -88.8% |
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