+276,532.2%
AMZN vs IONS
+70.8%
+276,461.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.1% | +10.5% | +3.0% |
| 7D | +8.0% | -30.3% | +38.3% | +14.0% |
| 30D | +3.2% | -37.7% | +41.0% | +10.9% |
| 3M | -2.6% | -50.5% | +47.9% | +8.6% |
| 6M | -0.7% | -62.8% | +62.1% | +15.0% |
| YTD | +17.4% | -64.4% | +81.7% | +36.6% |
| 1Y | +9.0% | -59.5% | +68.5% | +24.0% |
| 3Y | +88.7% | -39.2% | +127.9% | +93.6% |
| 5Y | +55.6% | -15.3% | +70.9% | +48.2% |
| 10Y | +629.7% | -31.2% | +660.9% | +570.7% |
| All | +276,532.2% | +70.8% | +276,461.4% | +141,367.2% |
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