+65.8%
AU vs IONS
-12.6%
+78.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.6% | -4.1% |
| 7D | -7.0% | -4.3% | -2.7% | -6.0% |
| 30D | +7.3% | +0.4% | +6.9% | +7.0% |
| 3M | +33.2% | -24.1% | +57.3% | +33.8% |
| 6M | -0.6% | -26.4% | +25.8% | +1.4% |
| YTD | +26.2% | -29.7% | +55.8% | +32.9% |
| All | +65.8% | -12.6% | +78.4% | +71.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling