+624.3%
ADI vs IONS
+93.9%
+530.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.8% |
| 7D | +2.6% | -8.7% | +11.3% | +4.4% |
| 30D | -4.6% | -1.6% | -3.0% | -4.4% |
| 3M | -9.5% | -24.9% | +15.4% | -5.6% |
| 6M | +14.8% | -25.7% | +40.5% | +19.9% |
| YTD | +35.8% | -29.2% | +65.0% | +43.1% |
| 1Y | +48.9% | -13.0% | +62.0% | +50.1% |
| 3Y | +115.6% | +35.9% | +79.6% | +89.2% |
| 5Y | +135.1% | +54.5% | +80.6% | +95.1% |
| All | +624.3% | +93.9% | +530.4% | +503.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling