-9.6%
TYL vs IONS
-47.1%
+37.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.3% |
| 7D | +6.7% | -9.4% | +16.1% | +6.8% |
| 30D | +26.5% | -10.7% | +37.3% | +26.6% |
| 3M | +37.3% | -27.7% | +64.9% | +38.1% |
| 6M | +31.2% | -48.7% | +79.9% | +34.3% |
| YTD | -7.4% | -50.2% | +42.8% | -5.5% |
| 1Y | -9.6% | -46.8% | +37.2% | -8.0% |
| All | -9.6% | -47.1% | +37.6% | -8.0% |
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 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