+88.9%
AMD vs IONS
-47.1%
+136.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.6% | +9.4% | +10.8% |
| 7D | -11.0% | -9.4% | -1.6% | -10.1% |
| 30D | -30.5% | -10.7% | -19.7% | -29.6% |
| 3M | -8.2% | -27.7% | +19.4% | -6.5% |
| 6M | +6.6% | -48.7% | +55.3% | +6.3% |
| YTD | +109.7% | -50.2% | +159.8% | +110.1% |
| 1Y | +88.9% | -46.8% | +135.7% | +89.2% |
| All | +88.9% | -47.1% | +136.1% | +89.2% |
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 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