+9,500.9%
AXP vs IONS
+260.9%
+9,240.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -1.9% |
| 7D | +0.4% | -12.6% | +13.0% | +2.0% |
| 30D | +7.0% | -11.8% | +18.9% | +8.5% |
| 3M | -6.6% | -28.4% | +21.8% | -3.1% |
| 6M | +3.5% | -48.4% | +51.9% | +10.8% |
| YTD | -11.2% | -51.0% | +39.8% | -4.5% |
| 1Y | -10.2% | -48.0% | +37.9% | -4.1% |
| 3Y | +120.0% | -17.8% | +137.8% | +117.9% |
| 5Y | +95.6% | +15.2% | +80.4% | +83.4% |
| 10Y | +468.1% | +43.0% | +425.1% | +399.7% |
| All | +9,500.9% | +260.9% | +9,240.0% | +5,747.1% |
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