+95,449.3%
AMAT vs IONS
+260.9%
+95,188.3%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.4% | -10.2% | -13.1% |
| 7D | -24.3% | -12.6% | -11.7% | -22.7% |
| 30D | -39.8% | -11.8% | -28.0% | -38.6% |
| 3M | -40.2% | -28.4% | -11.8% | -37.3% |
| 6M | -22.1% | -48.4% | +26.3% | -15.2% |
| YTD | +24.7% | -51.0% | +75.6% | +36.6% |
| 1Y | +33.3% | -48.0% | +81.3% | +44.6% |
| 3Y | +133.9% | -17.8% | +151.6% | +131.8% |
| 5Y | +117.1% | +15.2% | +101.9% | +101.8% |
| 10Y | +1,158.7% | +43.0% | +1,115.6% | +992.1% |
| All | +95,449.3% | +260.9% | +95,188.3% | +50,309.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling