+3,358.4%
SYY vs IONS
+163.5%
+3,194.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -0.9% |
| 7D | 0.0% | -29.4% | +29.4% | +1.9% |
| 30D | -2.2% | -35.1% | +32.9% | +0.2% |
| 3M | -8.0% | -48.9% | +40.8% | -4.5% |
| 6M | +7.5% | -62.4% | +69.9% | +13.4% |
| YTD | +7.4% | -64.2% | +71.6% | +13.6% |
| 1Y | +4.9% | -60.9% | +65.8% | +10.3% |
| 3Y | +24.1% | -38.9% | +63.0% | +25.5% |
| 5Y | +13.4% | -15.6% | +29.0% | +11.5% |
| 10Y | +87.5% | -33.5% | +121.0% | +84.1% |
| All | +3,358.4% | +163.5% | +3,194.8% | +2,673.1% |
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