+989.2%
ATI vs IONS
+101.6%
+887.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -21.4% | +26.5% | +9.1% |
| 7D | +6.0% | -24.8% | +30.8% | +10.9% |
| 30D | -3.6% | -31.5% | +27.9% | +2.5% |
| 3M | -18.9% | -45.2% | +26.3% | -10.3% |
| 6M | +16.7% | -59.1% | +75.8% | +34.8% |
| YTD | +61.1% | -60.8% | +121.9% | +87.5% |
| 1Y | +89.3% | -57.9% | +147.2% | +117.1% |
| 3Y | +333.3% | -34.5% | +367.8% | +343.0% |
| 5Y | +954.5% | -8.8% | +963.3% | +884.8% |
| 10Y | +1,067.0% | -19.2% | +1,086.2% | +957.7% |
| All | +989.2% | +101.6% | +887.6% | +467.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling