+86.7%
SYY vs IONS
-32.1%
+118.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.4% | -5.3% | +0.2% |
| 7D | +0.3% | -26.3% | +26.6% | +4.1% |
| 30D | -4.8% | -31.9% | +27.2% | 0.0% |
| 3M | -7.1% | -48.0% | +40.9% | +1.2% |
| 6M | +6.8% | -62.6% | +69.3% | +21.1% |
| YTD | +7.7% | -63.3% | +70.9% | +22.1% |
| 1Y | +5.7% | -58.4% | +64.1% | +17.6% |
| 3Y | +24.6% | -38.2% | +62.8% | +26.5% |
| 5Y | +15.6% | -11.1% | +26.7% | +6.5% |
| All | +86.7% | -32.1% | +118.8% | +80.0% |
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