+89.9%
AMZN vs IONS
-34.1%
+124.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -21.4% | +24.3% | +4.6% |
| 7D | +8.7% | -24.8% | +33.5% | +10.8% |
| 30D | +1.7% | -31.5% | +33.3% | +4.6% |
| 3M | -2.8% | -45.2% | +42.4% | +1.8% |
| 6M | -2.1% | -59.1% | +56.9% | +4.6% |
| YTD | +15.6% | -60.8% | +76.5% | +23.8% |
| 1Y | +9.2% | -57.9% | +67.1% | +16.0% |
| 3Y | +89.9% | -34.5% | +124.3% | +81.5% |
| All | +89.9% | -34.1% | +124.0% | +81.5% |
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 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