+6,406.4%
AMD vs IONS
+96.6%
+6,309.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.1% | +4.8% | +4.7% |
| 7D | +2.6% | -4.8% | +7.4% | +3.8% |
| 30D | -0.9% | +7.2% | -8.1% | -2.9% |
| 3M | -8.7% | -22.7% | +14.0% | -4.5% |
| 6M | +136.3% | -26.9% | +163.2% | +151.0% |
| YTD | +123.0% | -26.6% | +149.6% | +136.3% |
| 1Y | +195.2% | -2.1% | +197.3% | +187.7% |
| 3Y | +336.3% | +43.4% | +292.9% | +258.6% |
| 5Y | +334.5% | +47.0% | +287.5% | +242.6% |
| All | +6,406.4% | +96.6% | +6,309.8% | +4,630.6% |
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