+1,744.2%
TER vs IONS
+88.4%
+1,655.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.6% | +4.8% |
| 7D | +11.0% | -5.3% | +16.2% | +12.3% |
| 30D | -1.9% | +0.3% | -2.1% | -2.1% |
| 3M | -0.7% | -22.9% | +22.2% | +3.4% |
| 6M | +36.4% | -23.4% | +59.8% | +41.8% |
| YTD | +92.4% | -28.3% | +120.8% | +103.4% |
| 1Y | +213.5% | -7.0% | +220.6% | +210.0% |
| 3Y | +277.2% | +37.6% | +239.6% | +223.1% |
| 5Y | +219.1% | +53.4% | +165.7% | +158.4% |
| 10Y | +1,744.2% | +83.9% | +1,660.3% | +1,399.0% |
| All | +1,744.2% | +88.4% | +1,655.8% | +1,399.0% |
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 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