+53.3%
VALE vs IONS
+39.5%
+13.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.1% |
| 7D | +2.9% | -5.3% | +8.2% | +3.4% |
| 30D | +8.8% | +0.3% | +8.5% | +8.8% |
| 3M | +6.8% | -22.9% | +29.6% | +8.3% |
| 6M | +6.9% | -23.4% | +30.3% | +8.5% |
| YTD | +22.8% | -28.3% | +51.1% | +25.4% |
| 1Y | +61.3% | -7.0% | +68.3% | +61.4% |
| 3Y | +53.3% | +37.6% | +15.7% | +49.6% |
| All | +53.3% | +39.5% | +13.8% | +49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling