+164.2%
XLB vs IONS
-27.6%
+191.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -9.1% | +8.9% | +1.1% |
| 7D | +0.5% | -30.3% | +30.8% | +5.0% |
| 30D | +6.9% | -37.7% | +44.7% | +13.4% |
| 3M | -0.2% | -50.5% | +50.3% | +9.1% |
| 6M | +3.3% | -62.8% | +66.1% | +16.6% |
| YTD | +18.0% | -64.4% | +82.4% | +33.8% |
| 1Y | +24.2% | -59.5% | +83.7% | +38.1% |
| 3Y | +44.7% | -39.2% | +83.9% | +47.1% |
| 5Y | +31.6% | -15.3% | +46.9% | +23.4% |
| 10Y | +164.2% | -31.2% | +195.4% | +158.8% |
| All | +164.2% | -27.6% | +191.8% | +158.8% |
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