+0.2%
AS vs IONS
-46.2%
+46.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -1.9% |
| 7D | +7.1% | -12.6% | +19.7% | +8.6% |
| 30D | +12.8% | -11.8% | +24.6% | +14.2% |
| 3M | -14.7% | -28.4% | +13.7% | -11.6% |
| 6M | -9.9% | -48.4% | +38.5% | -5.2% |
| YTD | -16.1% | -51.0% | +34.8% | -11.1% |
| 1Y | +0.2% | -48.0% | +48.2% | +3.8% |
| All | +0.2% | -46.2% | +46.4% | +3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling