+87.0%
AMZN vs IONS
+42.9%
+44.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -3.0% | -4.8% | +1.9% | -2.6% |
| 30D | -5.2% | +7.2% | -12.4% | -5.7% |
| 3M | +1.9% | -22.7% | +24.5% | +3.4% |
| 6M | +19.2% | -26.9% | +46.1% | +21.5% |
| YTD | +12.0% | -26.6% | +38.6% | +14.0% |
| 1Y | +9.7% | -2.1% | +11.8% | +8.7% |
| All | +87.0% | +42.9% | +44.1% | +78.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling