+49.2%
XEL vs IONS
+39.5%
+9.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.6% |
| 7D | +1.3% | -5.3% | +6.6% | +1.5% |
| 30D | -1.5% | +0.3% | -1.8% | -1.6% |
| 3M | -0.2% | -22.9% | +22.7% | +0.5% |
| 6M | -5.4% | -23.4% | +18.0% | -4.7% |
| YTD | +5.6% | -28.3% | +34.0% | +6.6% |
| 1Y | +10.5% | -7.0% | +17.5% | +10.6% |
| 3Y | +49.2% | +37.6% | +11.6% | +49.1% |
| All | +49.2% | +39.5% | +9.6% | +49.1% |
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