+1,370.8%
AMAT vs IONS
-27.6%
+1,398.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.1% | +9.6% | +2.6% |
| 7D | -2.5% | -30.3% | +27.8% | +4.6% |
| 30D | -26.5% | -37.7% | +11.2% | -19.0% |
| 3M | -28.6% | -50.5% | +21.9% | -17.3% |
| 6M | -14.2% | -62.8% | +48.5% | +4.4% |
| YTD | +45.5% | -64.4% | +109.8% | +78.7% |
| 1Y | +59.3% | -59.5% | +118.8% | +89.2% |
| 3Y | +153.1% | -39.2% | +192.3% | +157.5% |
| 5Y | +158.2% | -15.3% | +173.5% | +129.8% |
| 10Y | +1,370.8% | -31.2% | +1,402.0% | +1,244.4% |
| All | +1,370.8% | -27.6% | +1,398.4% | +1,244.4% |
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