+2,876.9%
TQQQ vs IONS
+87.6%
+2,789.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.6% | +5.1% | +3.8% |
| 7D | -1.9% | -6.7% | +4.8% | +1.4% |
| 30D | -4.9% | -4.1% | -0.7% | -3.4% |
| 3M | -6.4% | -26.6% | +20.2% | +4.0% |
| 6M | +44.4% | -27.5% | +71.9% | +61.8% |
| YTD | +35.2% | -31.5% | +66.6% | +55.2% |
| 1Y | +49.5% | -15.3% | +64.9% | +52.4% |
| 3Y | +250.7% | +31.3% | +219.4% | +148.6% |
| 5Y | +104.7% | +50.2% | +54.5% | +33.2% |
| All | +2,876.9% | +87.6% | +2,789.3% | +2,036.0% |
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