+297.5%
AEM vs IONS
+51.6%
+245.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.1% |
| 7D | +4.3% | -5.3% | +9.6% | +4.9% |
| 30D | +13.1% | +0.3% | +12.9% | +13.1% |
| 3M | +24.8% | -22.9% | +47.7% | +27.3% |
| 6M | -8.2% | -23.4% | +15.2% | -6.3% |
| YTD | +19.8% | -28.3% | +48.1% | +23.3% |
| 1Y | +32.1% | -7.0% | +39.1% | +32.4% |
| 3Y | +348.2% | +37.6% | +310.6% | +322.3% |
| 5Y | +297.5% | +53.4% | +244.1% | +271.8% |
| All | +297.5% | +51.6% | +245.9% | +271.8% |
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