+196.7%
TECH vs IONS
-5.7%
+202.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -21.4% | +21.4% | +4.8% |
| 7D | +0.2% | -24.8% | +25.1% | +6.0% |
| 30D | +0.5% | -31.5% | +32.0% | +8.5% |
| 3M | +0.9% | -45.2% | +46.0% | +14.0% |
| 6M | +51.0% | -59.1% | +110.1% | +80.4% |
| YTD | +24.4% | -60.8% | +85.2% | +49.6% |
| 1Y | +27.6% | -57.9% | +85.4% | +50.6% |
| 3Y | +29.9% | -34.5% | +64.4% | +32.3% |
| 5Y | -40.6% | -8.8% | -31.8% | -45.8% |
| 10Y | +196.7% | -19.2% | +216.0% | +173.6% |
| All | +196.7% | -5.7% | +202.4% | +173.6% |
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