+42.4%
XLE vs IONS
-59.1%
+101.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.9% |
| 7D | -0.2% | -29.4% | +29.2% | -0.9% |
| 30D | -4.0% | -35.1% | +31.1% | -4.9% |
| 3M | +4.6% | -48.9% | +53.5% | +3.1% |
| 6M | +12.3% | -62.4% | +74.7% | +11.7% |
| YTD | +44.5% | -64.2% | +108.7% | +44.9% |
| 1Y | +42.4% | -60.9% | +103.3% | +42.5% |
| All | +42.4% | -59.1% | +101.5% | +42.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling