+89.6%
AXP vs IONS
+17.1%
+72.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.5% |
| 7D | +0.6% | -9.4% | +10.0% | +2.1% |
| 30D | +5.8% | -10.7% | +16.6% | +7.5% |
| 3M | -6.0% | -27.7% | +21.6% | -1.6% |
| 6M | +0.3% | -48.7% | +49.0% | +9.6% |
| YTD | -12.3% | -50.2% | +37.9% | -3.9% |
| 1Y | -11.2% | -46.8% | +35.6% | -4.1% |
| 3Y | +117.0% | -14.8% | +131.9% | +105.2% |
| All | +89.6% | +17.1% | +72.5% | +65.7% |
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