+1,162.1%
AMAT vs IONS
+17.3%
+1,144.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.6% | +3.8% |
| 7D | -14.7% | -9.4% | -5.3% | -12.6% |
| 30D | -36.1% | -10.7% | -25.4% | -34.3% |
| 3M | -36.9% | -27.7% | -9.2% | -32.2% |
| 6M | -22.2% | -48.7% | +26.5% | -11.1% |
| YTD | +29.9% | -50.2% | +80.1% | +49.2% |
| 1Y | +43.3% | -46.8% | +90.1% | +61.6% |
| 3Y | +142.7% | -14.8% | +157.5% | +132.3% |
| 5Y | +126.2% | +17.0% | +109.2% | +91.7% |
| All | +1,162.1% | +17.3% | +1,144.8% | +1,034.0% |
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 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