+162.8%
ADM vs IONS
+93.0%
+69.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | +3.8% | -4.8% | +8.6% | +4.3% |
| 30D | +9.8% | +7.2% | +2.6% | +8.9% |
| 3M | +2.1% | -22.7% | +24.8% | +4.2% |
| 6M | +27.5% | -26.9% | +54.4% | +30.7% |
| YTD | +50.2% | -26.6% | +76.8% | +53.7% |
| 1Y | +40.6% | -2.1% | +42.7% | +39.5% |
| 3Y | +17.2% | +43.4% | -26.2% | +9.0% |
| 5Y | +61.9% | +47.0% | +14.9% | +47.2% |
| All | +162.8% | +93.0% | +69.8% | +140.5% |
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