+85.8%
ATI vs IONS
-60.0%
+145.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +6.4% | -10.1% | -4.2% |
| 7D | +4.2% | -26.3% | +30.4% | +6.6% |
| 30D | -2.5% | -31.9% | +29.4% | +0.9% |
| 3M | -19.4% | -48.0% | +28.6% | -12.5% |
| 6M | +11.1% | -62.6% | +73.6% | +22.7% |
| YTD | +59.5% | -63.3% | +122.8% | +78.0% |
| 1Y | +85.8% | -58.4% | +144.2% | +100.7% |
| All | +85.8% | -60.0% | +145.7% | +100.7% |
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