+16,011.1%
STX vs IONS
+724.0%
+15,287.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.4% | +6.4% |
| 7D | +2.4% | -4.8% | +7.2% | +3.2% |
| 30D | +1.4% | +7.2% | -5.8% | -0.1% |
| 3M | -8.2% | -22.7% | +14.5% | -5.4% |
| 6M | +127.0% | -26.9% | +153.9% | +136.5% |
| YTD | +209.1% | -26.6% | +235.7% | +221.7% |
| 1Y | +365.4% | -2.1% | +367.5% | +357.9% |
| 3Y | +1,135.4% | +43.4% | +1,092.0% | +994.0% |
| 5Y | +991.5% | +47.0% | +944.5% | +835.9% |
| 10Y | +3,695.8% | +97.2% | +3,598.6% | +2,760.7% |
| All | +16,011.1% | +724.0% | +15,287.1% | +6,365.2% |
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