+25,916.0%
TECH vs IONS
+162.2%
+25,753.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.1% | +9.1% | +1.2% |
| 7D | +0.2% | -30.3% | +30.5% | +4.7% |
| 30D | +0.5% | -37.7% | +38.2% | +6.6% |
| 3M | +1.1% | -50.5% | +51.6% | +10.3% |
| 6M | +51.0% | -62.8% | +113.8% | +70.1% |
| YTD | +24.4% | -64.4% | +88.7% | +40.6% |
| 1Y | +27.4% | -59.5% | +86.9% | +41.6% |
| 3Y | +28.5% | -39.2% | +67.7% | +32.7% |
| 5Y | -40.9% | -15.3% | -25.5% | -42.3% |
| 10Y | +192.5% | -31.2% | +223.7% | +181.1% |
| All | +25,916.0% | +162.2% | +25,753.8% | +14,854.0% |
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 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