+81.0%
TECK vs IONS
-8.4%
+89.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.0% | -2.2% |
| 7D | +4.9% | -8.7% | +13.5% | +5.5% |
| 30D | +5.2% | -1.6% | +6.8% | +5.3% |
| 3M | +13.8% | -24.9% | +38.7% | +11.3% |
| 6M | +38.5% | -25.7% | +64.2% | +35.5% |
| YTD | +47.3% | -29.2% | +76.5% | +45.8% |
| 1Y | +81.0% | -13.0% | +94.0% | +76.8% |
| All | +81.0% | -8.4% | +89.4% | +76.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling