+102.5%
AMDL vs IONS
-31.8%
+134.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | +6.4% | -24.0% | -18.9% |
| 7D | +37.2% | -26.3% | +63.5% | +44.3% |
| 30D | -24.0% | -31.9% | +7.9% | -16.9% |
| 3M | -1.0% | -48.0% | +47.0% | +16.9% |
| 6M | -3.2% | -62.6% | +59.3% | +22.7% |
| YTD | +232.2% | -63.3% | +295.5% | +325.2% |
| 1Y | +137.7% | -58.4% | +196.1% | +188.9% |
| All | +102.5% | -31.8% | +134.3% | +55.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling