+49,750.0%
TSCO vs IONS
+715.3%
+49,034.7%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | +0.8% | -4.8% | +5.6% | +1.3% |
| 30D | +5.5% | +7.2% | -1.7% | +4.7% |
| 3M | +20.0% | -22.7% | +42.6% | +22.4% |
| 6M | -29.8% | -26.9% | -2.9% | -28.0% |
| YTD | -28.7% | -26.6% | -2.1% | -27.0% |
| 1Y | -40.9% | -2.1% | -38.8% | -41.3% |
| 3Y | -15.9% | +43.4% | -59.4% | -21.3% |
| 5Y | -3.5% | +47.0% | -50.5% | -11.2% |
| 10Y | +142.2% | +97.2% | +45.0% | +107.3% |
| All | +49,750.0% | +715.3% | +49,034.7% | +31,240.5% |
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