+337.4%
AGI vs IONS
+87.6%
+249.7%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +0.9% |
| 7D | -2.7% | -6.7% | +3.9% | -2.3% |
| 30D | +7.2% | -4.1% | +11.3% | +7.5% |
| 3M | +4.3% | -26.6% | +30.8% | +6.0% |
| 6M | -27.1% | -27.5% | +0.4% | -25.8% |
| YTD | -6.6% | -31.5% | +24.9% | -4.6% |
| 1Y | +9.5% | -15.3% | +24.9% | +10.5% |
| 3Y | +208.4% | +31.3% | +177.2% | +200.2% |
| 5Y | +401.6% | +50.2% | +351.4% | +385.3% |
| All | +337.4% | +87.6% | +249.7% | +325.2% |
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