+112.7%
AMT vs IONS
+17.3%
+95.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.3% | -2.8% |
| 7D | +0.5% | -9.4% | +10.0% | +1.5% |
| 30D | +13.6% | -10.7% | +24.3% | +14.8% |
| 3M | +11.5% | -27.7% | +39.1% | +14.7% |
| 6M | +6.9% | -48.7% | +55.6% | +13.3% |
| YTD | +10.8% | -50.2% | +61.0% | +17.6% |
| 1Y | +10.3% | -46.8% | +57.1% | +16.1% |
| 3Y | +12.4% | -14.8% | +27.3% | +10.2% |
| 5Y | -20.1% | +17.0% | -37.1% | -25.8% |
| All | +112.7% | +17.3% | +95.4% | +125.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling