+9,726.1%
AXP vs IONS
+273.5%
+9,452.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.8% | +2.3% |
| 7D | +4.6% | -10.6% | +15.2% | +6.0% |
| 30D | +9.7% | -7.7% | +17.4% | +10.7% |
| 3M | -3.8% | -27.1% | +23.3% | -0.4% |
| 6M | +4.8% | -46.8% | +51.6% | +11.8% |
| YTD | -9.1% | -49.2% | +40.2% | -2.6% |
| 1Y | -6.7% | -44.9% | +38.2% | -1.1% |
| 3Y | +125.2% | -14.9% | +140.1% | +122.1% |
| 5Y | +105.0% | +15.9% | +89.0% | +92.1% |
| 10Y | +481.5% | +48.0% | +433.5% | +409.3% |
| All | +9,726.1% | +273.5% | +9,452.6% | +5,860.0% |
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