+10,012.8%
STRL vs IONS
+314.9%
+9,697.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +3.3% |
| 7D | -26.9% | -9.4% | -17.5% | -26.3% |
| 30D | -52.7% | -10.7% | -41.9% | -52.2% |
| 3M | -52.8% | -27.7% | -25.2% | -51.7% |
| 6M | -71.5% | -48.7% | -22.8% | -70.2% |
| YTD | -17.4% | -50.2% | +32.7% | -13.4% |
| 1Y | -35.0% | -46.8% | +11.8% | -32.1% |
| 3Y | +239.2% | -14.8% | +254.1% | +237.3% |
| 5Y | +830.2% | +17.0% | +813.2% | +795.7% |
| 10Y | +3,574.7% | +45.3% | +3,529.4% | +3,324.7% |
| All | +10,012.8% | +314.9% | +9,697.9% | +8,497.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling