+167.2%
XLE vs IONS
+17.3%
+149.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.2% |
| 7D | -12.0% | -9.4% | -2.6% | -10.9% |
| 30D | -2.7% | -10.7% | +8.0% | -1.5% |
| 3M | +6.6% | -27.7% | +34.2% | +10.5% |
| 6M | +9.5% | -48.7% | +58.2% | +17.8% |
| YTD | +40.6% | -50.2% | +90.7% | +51.3% |
| 1Y | +43.6% | -46.8% | +90.4% | +53.0% |
| 3Y | +58.1% | -14.8% | +72.9% | +53.3% |
| 5Y | +152.2% | +17.0% | +135.2% | +125.6% |
| All | +167.2% | +17.3% | +149.9% | +149.3% |
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