-14.7%
AMRZ vs IONS
-47.1%
+32.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.0% |
| 7D | +1.2% | -9.4% | +10.6% | +2.1% |
| 30D | +15.1% | -10.7% | +25.8% | +16.2% |
| 3M | -18.1% | -27.7% | +9.6% | -15.7% |
| 6M | -23.5% | -48.7% | +25.2% | -20.0% |
| YTD | -21.6% | -50.2% | +28.6% | -16.8% |
| 1Y | -14.7% | -46.8% | +32.1% | -11.1% |
| All | -14.7% | -47.1% | +32.4% | -11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling