+553.0%
AMZN vs IONS
+92.6%
+460.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | -2.7% | -4.3% | +1.6% | -2.0% |
| 30D | -7.5% | +0.4% | -7.9% | -7.7% |
| 3M | +5.8% | -24.1% | +29.9% | +9.6% |
| 6M | +17.5% | -26.4% | +44.0% | +22.4% |
| YTD | +9.1% | -29.7% | +38.8% | +14.3% |
| 1Y | +9.4% | -13.0% | +22.4% | +9.9% |
| 3Y | +82.2% | +35.0% | +47.2% | +61.7% |
| 5Y | +45.2% | +54.2% | -9.0% | +23.4% |
| All | +553.0% | +92.6% | +460.4% | +453.5% |
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