+672.3%
AU vs IONS
+87.6%
+584.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +0.8% |
| 7D | -4.3% | -6.7% | +2.4% | -3.7% |
| 30D | +7.3% | -4.1% | +11.4% | +7.7% |
| 3M | +26.3% | -26.6% | +52.9% | +29.1% |
| 6M | +1.8% | -27.5% | +29.3% | +4.2% |
| YTD | +26.8% | -31.5% | +58.3% | +30.5% |
| 1Y | +66.7% | -15.3% | +82.0% | +68.6% |
| 3Y | +579.1% | +31.3% | +547.8% | +554.3% |
| 5Y | +689.3% | +50.2% | +639.1% | +654.1% |
| All | +672.3% | +87.6% | +584.6% | +634.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling