+34.3%
AIG vs IONS
+35.4%
-1.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | 0.0% |
| 7D | -2.4% | -4.3% | +1.9% | -2.3% |
| 30D | -2.9% | +0.4% | -3.4% | -3.0% |
| 3M | +0.8% | -24.1% | +24.9% | +1.3% |
| 6M | -2.7% | -26.4% | +23.8% | -2.2% |
| YTD | -11.2% | -29.7% | +18.5% | -10.7% |
| 1Y | -1.5% | -13.0% | +11.5% | -1.4% |
| All | +34.3% | +35.4% | -1.1% | +30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling