+6.7%
XME vs IONS
-44.5%
+51.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | -5.5% | -10.6% | +5.1% | -3.5% |
| 30D | -11.1% | -7.7% | -3.4% | -9.9% |
| 3M | -11.1% | -27.1% | +16.0% | -6.2% |
| 6M | -18.0% | -46.8% | +28.8% | -12.6% |
| YTD | -7.4% | -49.2% | +41.9% | +1.6% |
| 1Y | +6.7% | -44.9% | +51.6% | +14.9% |
| All | +6.7% | -44.5% | +51.2% | +14.9% |
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