+673.8%
STX vs IONS
-36.9%
+710.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +6.4% | -9.5% | -3.8% |
| 7D | +14.6% | -26.3% | +40.9% | +17.7% |
| 30D | -26.0% | -31.9% | +6.0% | -23.0% |
| 3M | -42.6% | -48.0% | +5.4% | -38.5% |
| 6M | -35.3% | -62.6% | +27.3% | -28.4% |
| YTD | +92.5% | -63.3% | +155.7% | +113.3% |
| 1Y | +102.4% | -58.4% | +160.8% | +119.8% |
| 3Y | +673.8% | -38.2% | +712.1% | +608.7% |
| All | +673.8% | -36.9% | +710.7% | +608.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling