+33.4%
AG vs IONS
-44.5%
+77.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.7% | +9.8% | +9.3% |
| 7D | -2.6% | -10.6% | +8.0% | -0.1% |
| 30D | -12.1% | -7.7% | -4.4% | -10.5% |
| 3M | -6.6% | -27.1% | +20.5% | -0.4% |
| 6M | -20.5% | -46.8% | +26.3% | -17.0% |
| YTD | -7.4% | -49.2% | +41.8% | +2.2% |
| 1Y | +33.4% | -44.9% | +78.3% | +47.1% |
| All | +33.4% | -44.5% | +77.9% | +47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling