+39.2%
XLK vs IONS
-14.8%
+54.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.9% | +1.3% |
| 7D | +0.2% | -6.7% | +6.9% | +0.3% |
| 30D | -0.6% | -4.1% | +3.5% | -0.7% |
| 3M | +2.6% | -26.6% | +29.1% | +1.0% |
| 6M | +34.0% | -27.5% | +61.5% | +31.9% |
| YTD | +30.7% | -31.5% | +62.1% | +29.3% |
| 1Y | +39.2% | -15.3% | +54.5% | +37.5% |
| All | +39.2% | -14.8% | +54.0% | +37.5% |
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