+39,419.5%
AZO vs IONS
+427.5%
+38,991.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.9% |
| 7D | -0.5% | -5.3% | +4.8% | -0.2% |
| 30D | -5.6% | +0.3% | -5.9% | -5.7% |
| 3M | -4.0% | -22.9% | +18.9% | -2.8% |
| 6M | -18.9% | -23.4% | +4.5% | -18.0% |
| YTD | -13.0% | -28.3% | +15.3% | -11.6% |
| 1Y | -30.4% | -7.0% | -23.4% | -30.4% |
| 3Y | +12.7% | +37.6% | -24.9% | +9.0% |
| 5Y | +89.6% | +53.4% | +36.3% | +80.7% |
| 10Y | +304.7% | +83.9% | +220.7% | +273.3% |
| All | +39,419.5% | +427.5% | +38,991.9% | +30,729.8% |
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