+92.1%
AMDL vs IONS
-33.8%
+125.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -9.1% | +11.7% | +4.8% |
| 7D | +5.4% | -30.3% | +35.7% | +13.7% |
| 30D | -36.6% | -37.7% | +1.1% | -28.7% |
| 3M | -1.0% | -50.5% | +49.5% | +18.8% |
| 6M | -12.1% | -62.8% | +50.7% | +11.2% |
| YTD | +215.1% | -64.4% | +279.5% | +307.4% |
| 1Y | +130.4% | -59.5% | +189.8% | +182.3% |
| All | +92.1% | -33.8% | +125.9% | +49.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling