+5,431.2%
AEM vs IONS
+163.5%
+5,267.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.4% |
| 7D | +1.4% | -29.4% | +30.8% | +2.4% |
| 30D | -1.2% | -35.1% | +33.9% | +0.1% |
| 3M | +2.5% | -48.9% | +51.4% | +4.6% |
| 6M | -5.1% | -62.4% | +57.3% | -2.3% |
| YTD | +10.4% | -64.2% | +74.6% | +13.8% |
| 1Y | +11.8% | -60.9% | +72.7% | +14.9% |
| 3Y | +315.6% | -38.9% | +354.5% | +319.1% |
| 5Y | +266.3% | -15.6% | +281.8% | +264.7% |
| 10Y | +427.4% | -33.5% | +460.8% | +421.9% |
| All | +5,431.2% | +163.5% | +5,267.6% | +5,015.9% |
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