+33,301.5%
ADI vs IONS
+266.7%
+33,034.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.5% |
| 7D | -12.8% | -9.4% | -3.4% | -11.5% |
| 30D | -11.3% | -10.7% | -0.6% | -9.8% |
| 3M | -3.4% | -27.7% | +24.3% | +1.2% |
| 6M | -12.0% | -48.7% | +36.7% | -3.9% |
| YTD | +35.3% | -50.2% | +85.4% | +48.2% |
| 1Y | +58.1% | -46.8% | +104.9% | +71.4% |
| 3Y | +127.4% | -14.8% | +142.2% | +124.2% |
| 5Y | +114.6% | +17.0% | +97.6% | +98.0% |
| 10Y | +589.3% | +45.3% | +544.0% | +483.3% |
| All | +33,301.5% | +266.7% | +33,034.8% | +15,571.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling