+264.6%
AMD vs IONS
-11.8%
+276.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.4% | -15.2% | -9.9% |
| 7D | +18.9% | -26.3% | +45.2% | +24.5% |
| 30D | -6.4% | -31.9% | +25.5% | 0.0% |
| 3M | +10.6% | -48.0% | +58.6% | +24.9% |
| 6M | +19.9% | -62.6% | +82.4% | +43.2% |
| YTD | +149.4% | -63.3% | +212.6% | +198.9% |
| 1Y | +115.4% | -58.4% | +173.8% | +149.8% |
| 3Y | +357.3% | -38.2% | +395.5% | +343.6% |
| All | +264.6% | -11.8% | +276.4% | +189.1% |
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