+528.0%
XRT vs IONS
+515.9%
+12.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -2.0% |
| 7D | +0.9% | -9.4% | +10.3% | +2.5% |
| 30D | +7.9% | -10.7% | +18.7% | +9.9% |
| 3M | -0.2% | -27.7% | +27.5% | +5.1% |
| 6M | +5.6% | -48.7% | +54.3% | +16.6% |
| YTD | +5.7% | -50.2% | +55.8% | +17.1% |
| 1Y | +14.6% | -46.8% | +61.4% | +25.4% |
| 3Y | +50.7% | -14.8% | +65.5% | +47.3% |
| 5Y | -4.8% | +17.0% | -21.8% | -13.8% |
| 10Y | +152.6% | +45.3% | +107.3% | +104.3% |
| All | +528.0% | +515.9% | +12.1% | +166.1% |
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