+95.0%
AMDL vs IONS
+36.4%
+58.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.1% | +9.3% | +9.2% |
| 7D | +4.5% | -4.8% | +9.4% | +6.2% |
| 30D | -4.4% | +7.2% | -11.6% | -6.9% |
| 3M | -30.5% | -22.7% | -7.8% | -27.7% |
| 6M | +300.9% | -26.9% | +327.8% | +328.3% |
| YTD | +219.9% | -26.6% | +246.5% | +241.4% |
| 1Y | +374.7% | -2.1% | +376.8% | +346.9% |
| All | +95.0% | +36.4% | +58.6% | +24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling