+2,766.8%
AEIS vs IONS
+422.2%
+2,344.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +3.0% | -4.8% | +7.8% | +3.9% |
| 30D | -14.6% | +7.2% | -21.8% | -16.0% |
| 3M | -12.4% | -22.7% | +10.2% | -9.4% |
| 6M | -15.0% | -26.9% | +11.9% | -11.1% |
| YTD | +34.3% | -26.6% | +60.9% | +40.2% |
| 1Y | +87.4% | -2.1% | +89.5% | +84.6% |
| 3Y | +139.8% | +43.4% | +96.3% | +111.8% |
| 5Y | +220.7% | +47.0% | +173.7% | +175.6% |
| 10Y | +531.6% | +97.2% | +434.4% | +385.1% |
| All | +2,766.8% | +422.2% | +2,344.7% | +1,041.4% |
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