-100.0%
UVXY vs IONS
+347.1%
-447.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.4% | -2.7% | +8.0% |
| 7D | -22.1% | -26.3% | +4.2% | -39.0% |
| 30D | +8.2% | -31.9% | +40.1% | -18.7% |
| 3M | -12.3% | -48.0% | +35.7% | -44.8% |
| 6M | -51.0% | -62.6% | +11.6% | -75.4% |
| YTD | -49.9% | -63.3% | +13.3% | -74.5% |
| 1Y | -67.7% | -58.4% | -9.3% | -81.9% |
| 3Y | -94.1% | -38.2% | -55.9% | -94.6% |
| 5Y | -99.5% | -11.1% | -88.4% | -99.3% |
| 10Y | -100.0% | -31.7% | -68.3% | -100.0% |
| All | -100.0% | +347.1% | -447.1% | -100.0% |
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 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