+9.5%
AMZN vs IONS
-61.6%
+71.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.6% | +4.1% | +0.6% |
| 7D | +2.8% | -29.6% | +32.4% | +3.7% |
| 30D | +3.4% | -35.6% | +39.0% | +5.1% |
| 3M | +0.1% | -51.7% | +51.7% | +2.9% |
| 6M | +0.6% | -64.0% | +64.6% | +4.0% |
| YTD | +15.9% | -65.5% | +81.3% | +18.4% |
| 1Y | +9.5% | -62.4% | +71.9% | +9.4% |
| All | +9.5% | -61.6% | +71.2% | +9.4% |
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