+111.5%
SYY vs IONS
+92.6%
+18.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.0% |
| 7D | +1.5% | -4.3% | +5.8% | +2.1% |
| 30D | -2.3% | +0.4% | -2.7% | -2.5% |
| 3M | +5.5% | -24.1% | +29.6% | +8.9% |
| 6M | -1.0% | -26.4% | +25.5% | +2.6% |
| YTD | +14.1% | -29.7% | +43.8% | +18.8% |
| 1Y | +5.6% | -13.0% | +18.6% | +6.3% |
| 3Y | +27.9% | +35.0% | -7.2% | +16.1% |
| 5Y | +22.7% | +54.2% | -31.5% | +5.8% |
| All | +111.5% | +92.6% | +18.9% | +66.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling