+3,472.7%
SYY vs IONS
+440.4%
+3,032.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -2.3% | -4.8% | +2.5% | -2.0% |
| 30D | -4.9% | +7.2% | -12.1% | -5.4% |
| 3M | +8.4% | -22.7% | +31.1% | +9.7% |
| 6M | -7.4% | -26.9% | +19.5% | -5.9% |
| YTD | +11.0% | -26.6% | +37.6% | +12.6% |
| 1Y | -0.2% | -2.1% | +1.9% | -0.6% |
| 3Y | +23.8% | +43.4% | -19.7% | +19.0% |
| 5Y | +18.1% | +47.0% | -28.9% | +12.5% |
| 10Y | +94.6% | +97.2% | -2.6% | +79.8% |
| All | +3,472.7% | +440.4% | +3,032.3% | +2,649.8% |
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