+1,098.9%
ATI vs IONS
+47.7%
+1,051.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.1% | +3.0% |
| 7D | -0.1% | -4.8% | +4.8% | +0.8% |
| 30D | +2.7% | +7.2% | -4.5% | +1.4% |
| 3M | +16.3% | -22.7% | +39.0% | +20.1% |
| 6M | +30.2% | -26.9% | +57.1% | +35.9% |
| YTD | +83.6% | -26.6% | +110.1% | +91.3% |
| 1Y | +173.0% | -2.1% | +175.1% | +169.4% |
| 3Y | +356.6% | +43.4% | +313.2% | +297.0% |
| All | +1,098.9% | +47.7% | +1,051.2% | +913.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling