+95.6%
AXP vs IONS
+13.2%
+82.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -1.8% |
| 7D | +0.4% | -12.6% | +13.0% | +2.4% |
| 30D | +7.0% | -11.8% | +18.9% | +9.0% |
| 3M | -6.6% | -28.4% | +21.8% | -2.0% |
| 6M | +3.5% | -48.4% | +51.9% | +12.9% |
| YTD | -11.2% | -51.0% | +39.8% | -2.5% |
| 1Y | -10.2% | -48.0% | +37.9% | -2.5% |
| 3Y | +120.0% | -17.8% | +137.8% | +109.5% |
| 5Y | +95.6% | +15.2% | +80.4% | +71.6% |
| All | +95.6% | +13.2% | +82.4% | +71.6% |
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 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