+25.1%
XYZ vs IONS
-61.6%
+86.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.6% | -0.4% | -3.7% |
| 7D | -2.1% | -29.6% | +27.5% | +0.3% |
| 30D | +7.0% | -35.6% | +42.6% | +10.9% |
| 3M | +5.1% | -51.7% | +56.8% | +12.4% |
| 6M | +14.1% | -64.0% | +78.0% | +23.3% |
| YTD | +26.4% | -65.5% | +91.9% | +38.5% |
| 1Y | +25.1% | -62.4% | +87.5% | +34.1% |
| All | +25.1% | -61.6% | +86.7% | +34.1% |
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 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