+86.3%
ATI vs IONS
-59.8%
+146.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -9.1% | +7.9% | -0.4% |
| 7D | +1.3% | -30.3% | +31.6% | +4.4% |
| 30D | -4.8% | -37.7% | +33.0% | -0.3% |
| 3M | -19.9% | -50.5% | +30.6% | -12.7% |
| 6M | +15.4% | -62.8% | +78.1% | +26.4% |
| YTD | +59.2% | -64.4% | +123.6% | +77.9% |
| 1Y | +86.3% | -59.5% | +145.7% | +100.8% |
| All | +86.3% | -59.8% | +146.0% | +100.8% |
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