+334.4%
AMD vs IONS
-40.7%
+375.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -28.5% | +43.2% | +17.2% |
| 7D | +6.5% | -30.3% | +36.7% | +9.4% |
| 30D | -15.3% | -37.7% | +22.5% | -11.4% |
| 3M | +9.7% | -50.5% | +60.2% | +18.3% |
| 6M | +13.2% | -62.8% | +76.0% | +25.4% |
| YTD | +140.6% | -64.4% | +204.9% | +168.6% |
| 1Y | +111.2% | -59.5% | +170.6% | +130.1% |
| 3Y | +334.4% | -39.2% | +373.6% | +276.7% |
| All | +334.4% | -40.7% | +375.2% | +276.7% |
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