+8,652.1%
STX vs IONS
+459.1%
+8,193.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.5% |
| 7D | -28.5% | -9.4% | -19.1% | -27.1% |
| 30D | -42.9% | -10.7% | -32.2% | -41.6% |
| 3M | -45.9% | -27.7% | -18.3% | -42.8% |
| 6M | -41.3% | -48.7% | +7.4% | -34.8% |
| YTD | +67.9% | -50.2% | +118.1% | +87.4% |
| 1Y | +66.5% | -46.8% | +113.3% | +83.4% |
| 3Y | +588.0% | -14.8% | +602.8% | +572.8% |
| 5Y | +449.1% | +17.0% | +432.1% | +391.6% |
| 10Y | +1,982.8% | +45.3% | +1,937.5% | +1,561.4% |
| All | +8,652.1% | +459.1% | +8,193.0% | +3,666.7% |
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 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