+1,178.1%
ATI vs IONS
+84.6%
+1,093.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.1% |
| 7D | +2.4% | -8.7% | +11.1% | +4.5% |
| 30D | -9.5% | -1.6% | -7.9% | -9.3% |
| 3M | +10.4% | -24.9% | +35.3% | +16.2% |
| 6M | +31.8% | -25.7% | +57.5% | +39.1% |
| YTD | +80.0% | -29.2% | +109.2% | +92.0% |
| 1Y | +175.8% | -13.0% | +188.8% | +179.2% |
| 3Y | +364.2% | +35.9% | +328.3% | +298.3% |
| 5Y | +1,076.9% | +54.5% | +1,022.4% | +835.8% |
| 10Y | +1,178.1% | +93.1% | +1,085.0% | +795.4% |
| All | +1,178.1% | +84.6% | +1,093.5% | +795.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling