+440.3%
AXP vs IONS
-5.7%
+446.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -21.4% | +22.4% | +4.8% |
| 7D | -1.1% | -24.8% | +23.7% | +3.4% |
| 30D | +5.2% | -31.5% | +36.8% | +11.7% |
| 3M | -4.6% | -45.2% | +40.6% | +5.2% |
| 6M | +3.2% | -59.1% | +62.3% | +18.5% |
| YTD | -11.3% | -60.8% | +49.5% | +2.3% |
| 1Y | -11.0% | -57.9% | +46.8% | +1.1% |
| 3Y | +120.2% | -34.5% | +154.6% | +120.4% |
| 5Y | +91.7% | -8.8% | +100.6% | +73.8% |
| 10Y | +440.3% | -19.2% | +459.6% | +396.4% |
| All | +440.3% | -5.7% | +446.0% | +396.4% |
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 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