+955.3%
XBI vs IONS
+915.6%
+39.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | +0.9% | -4.8% | +5.7% | +2.6% |
| 30D | +7.1% | +7.2% | -0.1% | +4.4% |
| 3M | +22.9% | -22.7% | +45.6% | +31.8% |
| 6M | +29.7% | -26.9% | +56.6% | +42.0% |
| YTD | +34.5% | -26.6% | +61.1% | +46.9% |
| 1Y | +76.1% | -2.1% | +78.2% | +73.7% |
| 3Y | +103.2% | +43.4% | +59.8% | +66.9% |
| 5Y | +22.8% | +47.0% | -24.1% | -1.3% |
| 10Y | +176.3% | +97.2% | +79.1% | +85.1% |
| All | +955.3% | +915.6% | +39.8% | +279.2% |
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