+5,459.2%
AGI vs IONS
+956.2%
+4,503.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | +0.6% | -4.8% | +5.4% | +1.0% |
| 30D | +18.2% | +7.2% | +11.0% | +17.5% |
| 3M | -4.1% | -22.7% | +18.5% | -2.5% |
| 6M | -28.7% | -26.9% | -1.8% | -27.2% |
| YTD | -4.0% | -26.6% | +22.6% | -1.9% |
| 1Y | +17.4% | -2.1% | +19.5% | +17.1% |
| 3Y | +203.0% | +43.4% | +159.6% | +188.8% |
| 5Y | +376.7% | +47.0% | +329.7% | +348.9% |
| 10Y | +407.5% | +97.2% | +310.3% | +342.8% |
| All | +5,459.2% | +956.2% | +4,503.0% | +3,418.0% |
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