+4,227.8%
AGI vs IONS
+396.5%
+3,831.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.6% | -0.6% | -3.9% |
| 7D | -7.5% | -29.6% | +22.1% | -5.0% |
| 30D | -9.9% | -35.6% | +25.7% | -6.8% |
| 3M | -14.2% | -51.7% | +37.5% | -9.1% |
| 6M | -35.2% | -64.0% | +28.8% | -30.0% |
| YTD | -25.2% | -65.5% | +40.2% | -19.0% |
| 1Y | -14.3% | -62.4% | +48.1% | -7.8% |
| 3Y | +127.7% | -41.1% | +168.8% | +133.0% |
| 5Y | +243.4% | -16.5% | +259.9% | +239.1% |
| 10Y | +384.1% | -35.8% | +420.0% | +365.8% |
| All | +4,227.8% | +396.5% | +3,831.3% | +2,806.8% |
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