+20.7%
AMDL vs IONS
-8.9%
+29.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.9% | -3.4% | -31.5% | -33.7% |
| 7D | -52.7% | -12.6% | -40.1% | -50.0% |
| 30D | -65.3% | -11.8% | -53.5% | -63.4% |
| 3M | -40.8% | -28.4% | -12.4% | -34.0% |
| 6M | -12.9% | -48.4% | +35.6% | +4.2% |
| YTD | +98.0% | -51.0% | +149.0% | +142.1% |
| 1Y | +30.1% | -48.0% | +78.2% | +55.0% |
| All | +20.7% | -8.9% | +29.6% | -11.4% |
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