-4.8%
TECH vs IONS
+43.7%
-48.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | +0.1% | -4.8% | +5.0% | +1.1% |
| 30D | +0.7% | +7.2% | -6.5% | -0.9% |
| 3M | +36.3% | -22.7% | +59.0% | +41.9% |
| 6M | +25.6% | -26.9% | +52.5% | +32.2% |
| YTD | +23.7% | -26.6% | +50.3% | +29.9% |
| 1Y | +37.6% | -2.1% | +39.8% | +34.7% |
| All | -4.8% | +43.7% | -48.5% | -18.5% |
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