+8,786.9%
AMD vs IONS
+273.5%
+8,513.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.1% |
| 7D | -15.5% | -10.6% | -4.9% | -13.8% |
| 30D | -22.6% | -7.7% | -14.9% | -21.6% |
| 3M | -5.7% | -27.1% | +21.3% | -0.9% |
| 6M | +43.1% | -46.8% | +89.9% | +56.9% |
| YTD | +128.2% | -49.2% | +177.5% | +152.0% |
| 1Y | +95.5% | -44.9% | +140.4% | +112.6% |
| 3Y | +335.4% | -14.9% | +350.4% | +327.9% |
| 5Y | +255.5% | +15.9% | +239.5% | +227.0% |
| 10Y | +7,350.9% | +48.0% | +7,302.9% | +6,211.5% |
| All | +8,786.9% | +273.5% | +8,513.4% | +4,852.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling