+22.4%
XLP vs IONS
-59.8%
+82.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.1% | +9.2% | +0.4% |
| 7D | +2.3% | -30.3% | +32.6% | +3.4% |
| 30D | +9.1% | -37.7% | +46.9% | +10.8% |
| 3M | +7.9% | -50.5% | +58.4% | +10.9% |
| 6M | +9.6% | -62.8% | +72.4% | +14.6% |
| YTD | +19.4% | -64.4% | +83.8% | +25.2% |
| 1Y | +22.4% | -59.5% | +81.8% | +26.4% |
| All | +22.4% | -59.8% | +82.1% | +26.4% |
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