+616.7%
ADI vs IONS
+92.6%
+524.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.9% |
| 7D | +1.3% | -4.3% | +5.6% | +2.2% |
| 30D | -6.0% | +0.4% | -6.4% | -6.1% |
| 3M | -7.7% | -24.1% | +16.4% | -4.0% |
| 6M | +14.0% | -26.4% | +40.4% | +19.3% |
| YTD | +34.4% | -29.7% | +64.1% | +41.7% |
| 1Y | +48.0% | -13.0% | +61.0% | +49.1% |
| 3Y | +113.3% | +35.0% | +78.3% | +87.4% |
| 5Y | +131.1% | +54.2% | +76.9% | +91.8% |
| All | +616.7% | +92.6% | +524.1% | +497.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling