+636.2%
ADI vs IONS
-27.6%
+663.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.1% | +8.7% | +1.4% |
| 7D | -6.3% | -30.3% | +23.9% | -0.4% |
| 30D | -3.2% | -37.7% | +34.6% | +5.2% |
| 3M | +2.8% | -50.5% | +53.2% | +16.6% |
| 6M | -5.0% | -62.8% | +57.7% | +12.7% |
| YTD | +46.3% | -64.4% | +110.7% | +74.9% |
| 1Y | +71.6% | -59.5% | +131.1% | +99.4% |
| 3Y | +139.2% | -39.2% | +178.4% | +143.5% |
| 5Y | +136.4% | -15.3% | +151.8% | +116.0% |
| 10Y | +636.2% | -31.2% | +667.4% | +583.6% |
| All | +636.2% | -27.6% | +663.8% | +583.6% |
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 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