+263,909.3%
AMZN vs IONS
+252.1%
+263,657.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -3.0% | -4.8% | +1.9% | -2.2% |
| 30D | -5.2% | +7.2% | -12.4% | -6.4% |
| 3M | +1.9% | -22.7% | +24.5% | +5.2% |
| 6M | +19.2% | -26.9% | +46.1% | +24.3% |
| YTD | +12.0% | -26.6% | +38.6% | +16.5% |
| 1Y | +9.7% | -2.1% | +11.8% | +8.2% |
| 3Y | +87.2% | +43.4% | +43.7% | +66.8% |
| 5Y | +48.7% | +47.0% | +1.7% | +29.7% |
| 10Y | +569.3% | +97.2% | +472.2% | +414.1% |
| All | +263,909.3% | +252.1% | +263,657.3% | +120,499.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling