+375.0%
AGI vs IONS
-32.1%
+407.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.4% | -6.9% | -1.0% |
| 7D | -10.1% | -26.3% | +16.2% | -8.3% |
| 30D | -6.5% | -31.9% | +25.4% | -4.1% |
| 3M | -12.8% | -48.0% | +35.2% | -8.8% |
| 6M | -34.3% | -62.6% | +28.2% | -29.9% |
| YTD | -25.6% | -63.3% | +37.7% | -20.5% |
| 1Y | -14.2% | -58.4% | +44.2% | -9.1% |
| 3Y | +127.3% | -38.2% | +165.5% | +132.2% |
| 5Y | +241.8% | -11.1% | +252.9% | +243.8% |
| All | +375.0% | -32.1% | +407.1% | +389.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling