+84.8%
AEIS vs IONS
-8.4%
+93.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.0% |
| 7D | +6.5% | -8.7% | +15.1% | +7.0% |
| 30D | -9.2% | -1.6% | -7.6% | -9.3% |
| 3M | -8.3% | -24.9% | +16.5% | -11.6% |
| 6M | -6.3% | -25.7% | +19.3% | -8.9% |
| YTD | +36.5% | -29.2% | +65.7% | +35.5% |
| 1Y | +84.8% | -13.0% | +97.8% | +73.2% |
| All | +84.8% | -8.4% | +93.2% | +73.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling