+404.3%
AGI vs IONS
+52.5%
+351.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.5% |
| 7D | +2.2% | -8.7% | +10.9% | +3.4% |
| 30D | +11.3% | -1.6% | +12.9% | +11.5% |
| 3M | +5.6% | -24.9% | +30.5% | +8.7% |
| 6M | -27.7% | -25.7% | -2.0% | -25.5% |
| YTD | -4.1% | -29.2% | +25.1% | -0.4% |
| 1Y | +13.8% | -13.0% | +26.8% | +15.1% |
| 3Y | +217.0% | +35.9% | +181.1% | +194.5% |
| 5Y | +404.3% | +54.5% | +349.8% | +359.3% |
| All | +404.3% | +52.5% | +351.8% | +359.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling