+46.0%
XME vs IONS
-2.1%
+48.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -0.1% | -4.8% | +4.7% | +0.7% |
| 30D | +6.0% | +7.2% | -1.2% | +5.0% |
| 3M | -7.7% | -22.7% | +14.9% | -7.2% |
| 6M | +1.0% | -26.9% | +27.8% | +3.4% |
| YTD | +14.6% | -26.6% | +41.2% | +18.1% |
| 1Y | +46.0% | -2.1% | +48.1% | +56.7% |
| All | +46.0% | -2.1% | +48.1% | +56.7% |
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