+2,103.9%
XEL vs IONS
+440.4%
+1,663.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -0.9% | -4.8% | +3.9% | -0.7% |
| 30D | -1.9% | +7.2% | -9.1% | -2.3% |
| 3M | -1.9% | -22.7% | +20.8% | -0.9% |
| 6M | -7.4% | -26.9% | +19.4% | -6.3% |
| YTD | +4.1% | -26.6% | +30.6% | +5.2% |
| 1Y | +8.1% | -2.1% | +10.2% | +7.8% |
| 3Y | +48.4% | +43.4% | +5.0% | +43.9% |
| 5Y | +27.2% | +47.0% | -19.7% | +22.3% |
| 10Y | +146.8% | +97.2% | +49.6% | +129.3% |
| All | +2,103.9% | +440.4% | +1,663.5% | +1,640.2% |
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