+343.5%
AEM vs IONS
+36.3%
+307.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.5% |
| 7D | +3.0% | -8.7% | +11.7% | +3.9% |
| 30D | +12.5% | -1.6% | +14.1% | +12.6% |
| 3M | +26.9% | -24.9% | +51.8% | +29.2% |
| 6M | -9.4% | -25.7% | +16.2% | -7.8% |
| YTD | +20.3% | -29.2% | +49.5% | +23.1% |
| 1Y | +33.8% | -13.0% | +46.8% | +35.2% |
| All | +343.5% | +36.3% | +307.3% | +336.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling