+788.4%
AU vs IONS
+405.1%
+383.3%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.3% | -2.3% |
| 7D | -3.6% | -4.8% | +1.2% | -3.5% |
| 30D | +23.9% | +7.2% | +16.7% | +23.5% |
| 3M | +19.1% | -22.7% | +41.8% | +20.0% |
| 6M | -0.2% | -26.9% | +26.7% | +0.8% |
| YTD | +32.5% | -26.6% | +59.0% | +33.8% |
| 1Y | +96.9% | -2.1% | +99.1% | +96.8% |
| 3Y | +614.7% | +43.4% | +571.3% | +600.9% |
| 5Y | +647.7% | +47.0% | +600.7% | +630.4% |
| 10Y | +679.2% | +97.2% | +582.0% | +646.4% |
| All | +788.4% | +405.1% | +383.3% | +791.2% |
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 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