+277.6%
AG vs IONS
+46.3%
+231.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | +1.0% | -4.8% | +5.9% | +1.9% |
| 30D | +19.2% | +7.2% | +12.0% | +17.7% |
| 3M | +6.2% | -22.7% | +28.8% | +8.9% |
| 6M | -26.7% | -26.9% | +0.2% | -23.8% |
| YTD | +26.1% | -26.6% | +52.7% | +31.4% |
| 1Y | +131.7% | -2.1% | +133.8% | +128.4% |
| All | +277.6% | +46.3% | +231.2% | +241.9% |
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 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