+196.6%
AMD vs IONS
+13.2%
+183.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -3.4% | -13.9% | -16.5% |
| 7D | -28.6% | -12.6% | -16.0% | -26.2% |
| 30D | -37.7% | -11.8% | -25.9% | -35.8% |
| 3M | -16.1% | -28.4% | +12.3% | -9.8% |
| 6M | +13.8% | -48.4% | +62.3% | +29.7% |
| YTD | +88.8% | -51.0% | +139.8% | +117.5% |
| 1Y | +57.8% | -48.0% | +105.8% | +78.6% |
| 3Y | +260.3% | -17.8% | +278.0% | +234.8% |
| 5Y | +196.6% | +15.2% | +181.4% | +127.2% |
| All | +196.6% | +13.2% | +183.5% | +127.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling