+352.5%
STX vs IONS
-5.1%
+357.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.4% | +6.3% |
| 7D | +2.4% | -4.8% | +7.2% | +2.2% |
| 30D | +1.4% | +7.2% | -5.8% | +1.4% |
| 3M | -8.2% | -22.7% | +14.5% | -9.9% |
| 6M | +127.0% | -26.9% | +153.9% | +124.4% |
| YTD | +209.1% | -26.6% | +235.7% | +205.3% |
| All | +352.5% | -5.1% | +357.6% | +389.6% |
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 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