+87.1%
AMDL vs IONS
-27.2%
+114.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | -21.4% | +48.1% | +31.9% |
| 7D | +10.3% | -24.8% | +35.1% | +17.3% |
| 30D | -38.3% | -31.5% | -6.7% | -32.0% |
| 3M | -8.7% | -45.2% | +36.5% | +7.1% |
| 6M | -14.4% | -59.1% | +44.7% | +6.1% |
| YTD | +206.9% | -60.8% | +267.8% | +288.8% |
| 1Y | +144.4% | -57.9% | +202.2% | +199.4% |
| All | +87.1% | -27.2% | +114.3% | +42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling