+68.5%
STRL vs IONS
-2.1%
+70.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.1% | +5.8% | +5.8% |
| 7D | +3.4% | -4.8% | +8.2% | +3.7% |
| 30D | -9.2% | +7.2% | -16.4% | -9.8% |
| 3M | -51.0% | -22.7% | -28.4% | -52.5% |
| 6M | +15.8% | -26.9% | +42.7% | +14.6% |
| YTD | +58.9% | -26.6% | +85.4% | +57.7% |
| 1Y | +68.5% | -2.1% | +70.6% | +72.3% |
| All | +68.5% | -2.1% | +70.6% | +72.3% |
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