+620.2%
ADI vs IONS
-32.1%
+652.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +6.4% | -9.2% | -4.0% |
| 7D | +9.5% | -26.3% | +35.7% | +14.9% |
| 30D | -1.4% | -31.9% | +30.6% | +5.2% |
| 3M | +4.7% | -48.0% | +52.7% | +17.6% |
| 6M | -7.4% | -62.6% | +55.1% | +9.7% |
| YTD | +48.1% | -63.3% | +111.3% | +75.8% |
| 1Y | +69.6% | -58.4% | +128.0% | +96.0% |
| 3Y | +144.4% | -38.2% | +182.6% | +147.9% |
| 5Y | +134.1% | -11.1% | +145.2% | +111.6% |
| All | +620.2% | -32.1% | +652.3% | +581.3% |
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