+935.8%
ATI vs IONS
+156.4%
+779.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.6% | +2.8% | +4.1% |
| 7D | +6.2% | -9.4% | +15.6% | +8.1% |
| 30D | -7.1% | -10.7% | +3.7% | -5.2% |
| 3M | -21.3% | -27.7% | +6.3% | -16.8% |
| 6M | +6.5% | -48.7% | +55.2% | +18.9% |
| YTD | +53.2% | -50.2% | +103.4% | +71.8% |
| 1Y | +82.7% | -46.8% | +129.5% | +102.2% |
| 3Y | +314.3% | -14.8% | +329.1% | +306.5% |
| 5Y | +890.9% | +17.0% | +873.9% | +790.2% |
| 10Y | +1,142.3% | +45.3% | +1,097.0% | +917.1% |
| All | +935.8% | +156.4% | +779.5% | +420.4% |
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 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