-11.1%
AXP vs IONS
-59.8%
+48.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.1% | +8.8% | -0.2% |
| 7D | -0.6% | -30.3% | +29.6% | -0.5% |
| 30D | +5.0% | -37.7% | +42.7% | +5.1% |
| 3M | -4.2% | -50.5% | +46.2% | -4.0% |
| 6M | +2.9% | -62.8% | +65.7% | +1.6% |
| YTD | -11.6% | -64.4% | +52.8% | -13.1% |
| 1Y | -11.1% | -59.5% | +48.4% | -14.6% |
| All | -11.1% | -59.8% | +48.7% | -14.6% |
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