-62.1%
XE vs IONS
-60.8%
-1.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.4% | -8.0% | -2.0% |
| 7D | +6.2% | -26.3% | +32.5% | +8.1% |
| 30D | -4.8% | -31.9% | +27.1% | -1.6% |
| 3M | -51.3% | -48.0% | -3.3% | -48.6% |
| 6M | -64.2% | -62.6% | -1.7% | -61.6% |
| All | -62.1% | -60.8% | -1.3% | -59.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling