+230.9%
XHB vs IONS
-36.2%
+267.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.6% | +1.9% | -1.1% |
| 7D | -2.4% | -29.6% | +27.2% | +2.8% |
| 30D | +7.1% | -35.6% | +42.6% | +14.5% |
| 3M | -6.0% | -51.7% | +45.7% | +5.6% |
| 6M | +2.1% | -64.0% | +66.0% | +19.5% |
| YTD | -0.6% | -65.5% | +64.9% | +17.0% |
| 1Y | -3.3% | -62.4% | +59.1% | +12.0% |
| 3Y | +34.1% | -41.1% | +75.2% | +37.4% |
| 5Y | +28.6% | -16.5% | +45.1% | +19.4% |
| All | +230.9% | -36.2% | +267.1% | +220.5% |
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