+2,279.4%
XEL vs IONS
+163.5%
+2,115.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.2% |
| 7D | +0.7% | -29.4% | +30.2% | +2.3% |
| 30D | +9.3% | -35.1% | +44.5% | +11.4% |
| 3M | +5.3% | -48.9% | +54.2% | +8.4% |
| 6M | +2.2% | -62.4% | +64.6% | +6.5% |
| YTD | +12.3% | -64.2% | +76.5% | +17.3% |
| 1Y | +3.0% | -60.9% | +63.9% | +7.1% |
| 3Y | +51.6% | -38.9% | +90.5% | +52.9% |
| 5Y | +50.0% | -15.6% | +65.6% | +47.8% |
| 10Y | +183.8% | -33.5% | +217.3% | +177.4% |
| All | +2,279.4% | +163.5% | +2,115.8% | +1,839.4% |
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 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