+35,000.4%
TQQQ vs IONS
+525.9%
+34,474.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.7% |
| 7D | +4.4% | -5.3% | +9.6% | +6.6% |
| 30D | -3.1% | +0.3% | -3.4% | -3.7% |
| 3M | -5.2% | -22.9% | +17.7% | +2.1% |
| 6M | +52.4% | -23.4% | +75.8% | +64.7% |
| YTD | +37.4% | -28.3% | +65.7% | +52.4% |
| 1Y | +56.0% | -7.0% | +63.0% | +53.1% |
| 3Y | +268.7% | +37.6% | +231.1% | +178.3% |
| 5Y | +101.2% | +53.4% | +47.9% | +45.2% |
| 10Y | +2,840.4% | +83.9% | +2,756.5% | +1,855.0% |
| All | +35,000.4% | +525.9% | +34,474.4% | +7,313.5% |
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 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