+47.6%
AMDL vs IONS
-7.4%
+55.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +1.6% | +20.7% | +21.7% |
| 7D | -26.2% | -9.4% | -16.8% | -23.0% |
| 30D | -57.1% | -10.7% | -46.4% | -54.9% |
| 3M | -29.8% | -27.7% | -2.2% | -22.0% |
| 6M | -22.2% | -48.7% | +26.5% | -6.7% |
| YTD | +142.1% | -50.2% | +192.3% | +194.7% |
| 1Y | +85.8% | -46.8% | +132.6% | +119.5% |
| All | +47.6% | -7.4% | +55.0% | +7.8% |
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