+88.2%
XLRE vs IONS
+87.6%
+0.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.4% | +1.2% |
| 7D | -1.2% | -6.7% | +5.5% | -0.4% |
| 30D | -2.4% | -4.1% | +1.7% | -2.0% |
| 3M | -2.5% | -26.6% | +24.1% | +0.3% |
| 6M | +4.0% | -27.5% | +31.5% | +7.0% |
| YTD | +9.3% | -31.5% | +40.8% | +13.1% |
| 1Y | +5.6% | -15.3% | +20.9% | +6.5% |
| 3Y | +31.3% | +31.3% | 0.0% | +22.1% |
| 5Y | +9.5% | +50.2% | -40.7% | -1.6% |
| All | +88.2% | +87.6% | +0.6% | +72.4% |
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 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