+241.1%
XHB vs IONS
-27.6%
+268.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -9.1% | +6.4% | -1.1% |
| 7D | +1.2% | -30.3% | +31.4% | +6.8% |
| 30D | +8.9% | -37.7% | +46.6% | +17.2% |
| 3M | -4.2% | -50.5% | +46.3% | +7.1% |
| 6M | +1.4% | -62.8% | +64.1% | +17.9% |
| YTD | +1.2% | -64.4% | +65.6% | +18.4% |
| 1Y | -1.3% | -59.5% | +58.2% | +12.7% |
| 3Y | +36.6% | -39.2% | +75.7% | +39.2% |
| 5Y | +34.3% | -15.3% | +49.6% | +24.6% |
| 10Y | +241.1% | -31.2% | +272.2% | +222.7% |
| All | +241.1% | -27.6% | +268.7% | +222.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling