+159.6%
XLB vs IONS
+88.4%
+71.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.6% |
| 7D | -0.2% | -5.3% | +5.0% | +0.5% |
| 30D | -1.7% | +0.3% | -2.0% | -1.8% |
| 3M | +4.4% | -22.9% | +27.2% | +7.3% |
| 6M | +5.0% | -23.4% | +28.4% | +8.0% |
| YTD | +15.5% | -28.3% | +43.8% | +19.7% |
| 1Y | +14.9% | -7.0% | +22.0% | +14.6% |
| 3Y | +34.5% | +37.6% | -3.1% | +22.7% |
| 5Y | +36.5% | +53.4% | -16.9% | +19.5% |
| 10Y | +159.6% | +83.9% | +75.7% | +121.2% |
| All | +159.6% | +88.4% | +71.2% | +121.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling