+896.5%
XLV vs IONS
+403.6%
+493.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.2% |
| 7D | -3.7% | -8.7% | +5.0% | -2.8% |
| 30D | -1.1% | -1.6% | +0.5% | -1.0% |
| 3M | +8.2% | -24.9% | +33.1% | +11.0% |
| 6M | +8.9% | -25.7% | +34.6% | +11.7% |
| YTD | +8.5% | -29.2% | +37.7% | +11.8% |
| 1Y | +22.3% | -13.0% | +35.3% | +23.2% |
| 3Y | +32.6% | +35.9% | -3.3% | +25.0% |
| 5Y | +34.4% | +54.5% | -20.1% | +23.1% |
| 10Y | +175.4% | +93.1% | +82.3% | +138.0% |
| All | +896.5% | +403.6% | +493.0% | +546.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling