+66.9%
AMAT vs IONS
-60.0%
+126.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.4% | -9.2% | -2.7% |
| 7D | +11.4% | -26.3% | +37.6% | +11.0% |
| 30D | -17.0% | -31.9% | +14.9% | -16.5% |
| 3M | -30.6% | -48.0% | +17.4% | -29.2% |
| 6M | -14.9% | -62.6% | +47.6% | -14.9% |
| YTD | +44.7% | -63.3% | +107.9% | +45.3% |
| 1Y | +66.9% | -58.4% | +125.3% | +60.3% |
| All | +66.9% | -60.0% | +126.8% | +60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling