+84.6%
SYY vs IONS
-36.2%
+120.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.7% | -0.4% |
| 7D | +1.3% | -29.6% | +30.9% | +5.9% |
| 30D | -3.5% | -35.6% | +32.0% | +2.1% |
| 3M | -9.3% | -51.7% | +42.4% | -0.2% |
| 6M | +5.9% | -64.0% | +69.9% | +20.7% |
| YTD | +6.5% | -65.5% | +71.9% | +21.9% |
| 1Y | +4.0% | -62.4% | +66.4% | +17.5% |
| 3Y | +23.0% | -41.1% | +64.1% | +25.7% |
| 5Y | +14.3% | -16.5% | +30.8% | +6.3% |
| All | +84.6% | -36.2% | +120.8% | +79.6% |
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