+229.4%
AG vs IONS
-16.4%
+245.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.5% |
| 7D | +6.3% | -9.4% | +15.7% | +8.3% |
| 30D | -8.9% | -10.7% | +1.8% | -7.0% |
| 3M | -12.2% | -27.7% | +15.5% | -6.9% |
| 6M | -28.3% | -48.7% | +20.4% | -21.0% |
| YTD | -8.8% | -50.2% | +41.3% | +1.3% |
| 1Y | +39.4% | -46.8% | +86.2% | +53.1% |
| 3Y | +229.4% | -14.8% | +244.3% | +216.4% |
| All | +229.4% | -16.4% | +245.8% | +216.4% |
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