+629.7%
AMZN vs IONS
-27.6%
+657.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.1% | +10.5% | +3.0% |
| 7D | +8.0% | -30.3% | +38.3% | +14.1% |
| 30D | +3.2% | -37.7% | +41.0% | +11.1% |
| 3M | -2.6% | -50.5% | +47.9% | +8.9% |
| 6M | -0.7% | -62.8% | +62.1% | +15.5% |
| YTD | +17.4% | -64.4% | +81.7% | +37.3% |
| 1Y | +9.0% | -59.5% | +68.5% | +24.4% |
| 3Y | +88.7% | -39.2% | +127.9% | +91.0% |
| 5Y | +55.6% | -15.3% | +70.9% | +44.0% |
| 10Y | +629.7% | -31.2% | +660.9% | +599.5% |
| All | +629.7% | -27.6% | +657.4% | +599.5% |
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