+45.8%
AMZN vs IONS
+51.6%
-5.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.2% |
| 7D | +0.8% | -5.3% | +6.1% | +1.7% |
| 30D | -6.4% | +0.3% | -6.6% | -6.5% |
| 3M | +4.8% | -22.9% | +27.7% | +8.2% |
| 6M | +20.5% | -23.4% | +43.9% | +24.6% |
| YTD | +11.3% | -28.3% | +39.6% | +16.2% |
| 1Y | +9.0% | -7.0% | +16.0% | +7.8% |
| 3Y | +85.9% | +37.6% | +48.3% | +58.6% |
| 5Y | +45.8% | +53.4% | -7.6% | +17.0% |
| All | +45.8% | +51.6% | -5.8% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling