+3,988.2%
STRL vs IONS
-5.7%
+3,993.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | -21.4% | +36.3% | +18.3% |
| 7D | -13.3% | -24.8% | +11.5% | -10.0% |
| 30D | -43.3% | -31.5% | -11.8% | -40.2% |
| 3M | -46.9% | -45.2% | -1.7% | -41.9% |
| 6M | -65.6% | -59.1% | -6.5% | -61.0% |
| YTD | -5.1% | -60.8% | +55.7% | +8.5% |
| 1Y | -23.1% | -57.9% | +34.8% | -13.2% |
| 3Y | +346.8% | -34.5% | +381.3% | +349.2% |
| 5Y | +907.2% | -8.8% | +916.0% | +824.4% |
| 10Y | +3,988.2% | -19.2% | +4,007.4% | +3,649.6% |
| All | +3,988.2% | -5.7% | +3,993.9% | +3,649.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling