+1,141.3%
ATI vs IONS
+277.8%
+863.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.3% |
| 3M | +16.3% | -22.7% | +39.0% | +20.6% |
| 6M | +30.2% | -26.9% | +57.1% | +36.5% |
| YTD | +83.6% | -26.6% | +110.1% | +92.2% |
| 1Y | +173.0% | -2.1% | +175.1% | +170.0% |
| 3Y | +356.6% | +43.4% | +313.2% | +305.9% |
| 5Y | +1,074.2% | +47.0% | +1,027.2% | +912.3% |
| 10Y | +1,136.2% | +97.2% | +1,039.0% | +857.6% |
| All | +1,141.3% | +277.8% | +863.4% | +482.1% |
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 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