+288.7%
AG vs IONS
+174.0%
+114.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -9.1% | +3.2% | -4.4% |
| 7D | +6.0% | -30.3% | +36.2% | +11.4% |
| 30D | -13.5% | -37.7% | +24.2% | -7.5% |
| 3M | -20.7% | -50.5% | +29.8% | -12.1% |
| 6M | -31.5% | -62.8% | +31.2% | -21.5% |
| YTD | -10.1% | -64.4% | +54.2% | +3.9% |
| 1Y | +26.0% | -59.5% | +85.5% | +42.8% |
| 3Y | +228.9% | -39.2% | +268.1% | +240.9% |
| 5Y | +8.7% | -15.3% | +24.0% | +6.2% |
| 10Y | +71.9% | -31.2% | +103.1% | +59.2% |
| All | +288.7% | +174.0% | +114.8% | +106.7% |
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