+356.2%
AEIS vs IONS
-27.6%
+383.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -9.1% | +10.2% | +3.3% |
| 7D | -6.9% | -30.3% | +23.4% | +0.5% |
| 30D | -23.2% | -37.7% | +14.5% | -14.7% |
| 3M | -29.5% | -50.5% | +21.0% | -17.3% |
| 6M | -37.9% | -62.8% | +24.9% | -23.2% |
| YTD | +6.0% | -64.4% | +70.4% | +32.5% |
| 1Y | +1.2% | -59.5% | +60.7% | +22.0% |
| 3Y | +150.0% | -39.2% | +189.1% | +154.9% |
| 5Y | +141.9% | -15.3% | +157.2% | +112.3% |
| 10Y | +356.2% | -31.2% | +387.3% | +317.3% |
| All | +356.2% | -27.6% | +383.8% | +317.3% |
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