+513.8%
AU vs IONS
-36.9%
+550.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.4% | -7.9% | -2.3% |
| 7D | -7.2% | -26.3% | +19.1% | -4.4% |
| 30D | -2.9% | -31.9% | +29.1% | +1.2% |
| 3M | -8.7% | -48.0% | +39.3% | -1.4% |
| 6M | -14.1% | -62.6% | +48.4% | -4.1% |
| YTD | +4.8% | -63.3% | +68.1% | +17.4% |
| 1Y | +11.9% | -58.4% | +70.3% | +23.7% |
| 3Y | +513.8% | -38.2% | +552.0% | +542.4% |
| All | +513.8% | -36.9% | +550.7% | +542.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling