+13,671.8%
TYL vs IONS
+260.9%
+13,410.9%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.4% | +5.1% | +2.1% |
| 7D | +15.1% | -12.6% | +27.7% | +17.0% |
| 30D | +30.1% | -11.8% | +41.9% | +31.9% |
| 3M | +40.4% | -28.4% | +68.8% | +45.8% |
| 6M | +31.3% | -48.4% | +79.7% | +41.3% |
| YTD | -5.2% | -51.0% | +45.8% | +2.5% |
| 1Y | -6.6% | -48.0% | +41.4% | +0.1% |
| 3Y | +3.4% | -17.8% | +21.2% | +1.9% |
| 5Y | -19.3% | +15.2% | -34.4% | -25.0% |
| 10Y | +178.1% | +43.0% | +135.1% | +137.7% |
| All | +13,671.8% | +260.9% | +13,410.9% | +7,602.8% |
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