+203.0%
AMAT vs IONS
+43.7%
+159.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.1% | +4.4% | +4.3% |
| 7D | -1.5% | -4.8% | +3.3% | -0.9% |
| 30D | -14.8% | +7.2% | -22.0% | -15.6% |
| 3M | -9.3% | -22.7% | +13.4% | -7.7% |
| 6M | +27.4% | -26.9% | +54.3% | +30.7% |
| YTD | +77.6% | -26.6% | +104.1% | +81.8% |
| 1Y | +188.9% | -2.1% | +191.1% | +183.1% |
| All | +203.0% | +43.7% | +159.3% | +176.2% |
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