+44.4%
XME vs IONS
-7.3%
+51.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.5% |
| 7D | +3.6% | -5.3% | +8.9% | +4.5% |
| 30D | +3.6% | +0.3% | +3.4% | +3.7% |
| 3M | +1.2% | -22.9% | +24.1% | +1.3% |
| 6M | +9.0% | -23.4% | +32.5% | +9.3% |
| YTD | +15.9% | -28.3% | +44.2% | +19.9% |
| All | +44.4% | -7.3% | +51.7% | +54.4% |
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