+700.5%
AU vs IONS
+52.5%
+648.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.9% | +0.8% |
| 7D | +0.6% | -8.7% | +9.3% | +2.0% |
| 30D | +12.3% | -1.6% | +13.9% | +12.5% |
| 3M | +29.4% | -24.9% | +54.2% | +33.4% |
| 6M | +3.2% | -25.7% | +28.9% | +6.6% |
| YTD | +31.8% | -29.2% | +61.0% | +37.3% |
| 1Y | +83.4% | -13.0% | +96.4% | +85.8% |
| 3Y | +623.1% | +35.9% | +587.2% | +573.3% |
| 5Y | +700.5% | +54.5% | +646.0% | +684.3% |
| All | +700.5% | +52.5% | +648.0% | +684.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling