+218.0%
XLE vs IONS
+47.7%
+170.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +2.2% | -4.8% | +7.1% | +2.5% |
| 30D | +11.8% | +7.2% | +4.6% | +11.2% |
| 3M | +9.8% | -22.7% | +32.5% | +11.4% |
| 6M | +15.6% | -26.9% | +42.5% | +17.6% |
| YTD | +45.3% | -26.6% | +71.8% | +47.6% |
| 1Y | +48.3% | -2.1% | +50.4% | +47.1% |
| 3Y | +55.4% | +43.4% | +12.0% | +45.1% |
| All | +218.0% | +47.7% | +170.3% | +198.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling