+109.1%
AMDL vs IONS
-44.5%
+153.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.3% | +1.8% |
| 7D | -30.7% | -10.6% | -20.2% | -29.2% |
| 30D | -43.8% | -7.7% | -36.1% | -42.7% |
| 3M | -24.5% | -27.1% | +2.6% | -21.4% |
| 6M | +44.7% | -46.8% | +91.5% | +42.8% |
| YTD | +204.0% | -49.2% | +253.2% | +208.1% |
| 1Y | +109.1% | -44.9% | +154.0% | +107.0% |
| All | +109.1% | -44.5% | +153.6% | +107.0% |
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