+46.4%
VALE vs IONS
-16.3%
+62.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.1% | +5.8% | -2.6% |
| 7D | +5.5% | -30.3% | +35.7% | +7.8% |
| 30D | -15.0% | -37.7% | +22.8% | -12.3% |
| 3M | -20.0% | -50.5% | +30.5% | -16.1% |
| 6M | -28.4% | -62.8% | +34.4% | -23.7% |
| YTD | -8.6% | -64.4% | +55.8% | -2.4% |
| 1Y | +2.0% | -59.5% | +61.4% | +7.9% |
| 3Y | +4.1% | -39.2% | +43.3% | +5.1% |
| 5Y | +46.4% | -15.3% | +61.8% | +46.4% |
| All | +46.4% | -16.3% | +62.8% | +46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling