+58.8%
XOM vs IONS
+36.3%
+22.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.3% |
| 7D | 0.0% | -8.7% | +8.7% | +0.3% |
| 30D | +3.4% | -1.6% | +5.1% | +3.5% |
| 3M | +11.0% | -24.9% | +35.9% | +12.0% |
| 6M | +10.6% | -25.7% | +36.3% | +11.6% |
| YTD | +39.2% | -29.2% | +68.4% | +40.7% |
| 1Y | +52.7% | -13.0% | +65.7% | +52.8% |
| All | +58.8% | +36.3% | +22.5% | +50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling