+6,351.7%
AMD vs IONS
+17.3%
+6,334.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.6% | +9.4% | +10.6% |
| 7D | -11.0% | -9.4% | -1.6% | -8.5% |
| 30D | -30.5% | -10.7% | -19.7% | -28.2% |
| 3M | -8.2% | -27.7% | +19.4% | -0.6% |
| 6M | +6.6% | -48.7% | +55.3% | +23.8% |
| YTD | +109.7% | -50.2% | +159.8% | +145.3% |
| 1Y | +88.9% | -46.8% | +135.7% | +116.5% |
| 3Y | +301.8% | -14.8% | +316.7% | +281.1% |
| 5Y | +229.4% | +17.0% | +212.3% | +174.4% |
| All | +6,351.7% | +17.3% | +6,334.4% | +5,877.8% |
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