+257.2%
XLI vs IONS
+84.6%
+172.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.3% |
| 7D | -0.6% | -8.7% | +8.1% | +0.6% |
| 30D | -6.9% | -1.6% | -5.3% | -6.8% |
| 3M | -1.9% | -24.9% | +23.0% | +1.1% |
| 6M | +1.0% | -25.7% | +26.7% | +4.3% |
| YTD | +11.3% | -29.2% | +40.5% | +15.6% |
| 1Y | +15.8% | -13.0% | +28.8% | +16.6% |
| 3Y | +69.8% | +35.9% | +33.9% | +55.1% |
| 5Y | +80.9% | +54.5% | +26.4% | +57.8% |
| 10Y | +257.2% | +93.1% | +164.1% | +198.0% |
| All | +257.2% | +84.6% | +172.6% | +198.0% |
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