+26.0%
TECH vs IONS
-16.4%
+42.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.2% |
| 7D | +0.2% | -9.4% | +9.6% | +2.1% |
| 30D | +0.3% | -10.7% | +11.1% | +2.5% |
| 3M | +1.3% | -27.7% | +29.0% | +7.6% |
| 6M | +54.0% | -48.7% | +102.7% | +73.8% |
| YTD | +24.3% | -50.2% | +74.5% | +40.8% |
| 1Y | +25.8% | -46.8% | +72.6% | +40.1% |
| 3Y | +26.0% | -14.8% | +40.8% | +14.0% |
| All | +26.0% | -16.4% | +42.4% | +14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling