+305.7%
AEM vs IONS
-11.1%
+316.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -21.4% | +26.2% | +7.1% |
| 7D | +17.8% | -24.8% | +42.7% | +21.1% |
| 30D | +6.2% | -31.5% | +37.8% | +10.4% |
| 3M | +12.5% | -45.2% | +57.7% | +20.0% |
| 6M | +4.4% | -59.1% | +63.5% | +14.2% |
| YTD | +19.2% | -60.8% | +80.0% | +31.1% |
| 1Y | +25.5% | -57.9% | +83.4% | +36.9% |
| 3Y | +346.4% | -34.5% | +380.9% | +357.0% |
| 5Y | +305.7% | -8.8% | +314.5% | +309.8% |
| All | +305.7% | -11.1% | +316.8% | +309.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling