-44.9%
IONS vs AEE
+13.9%
-58.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.1% | -1.5% |
| 7D | -10.6% | +4.7% | -15.3% | -12.0% |
| 30D | -7.7% | +13.4% | -21.1% | -12.1% |
| 3M | -27.1% | +4.1% | -31.2% | -28.2% |
| 6M | -46.8% | +2.0% | -48.8% | -46.9% |
| YTD | -49.2% | +15.6% | -64.9% | -50.6% |
| 1Y | -44.9% | +14.1% | -59.0% | -45.8% |
| All | -44.9% | +13.9% | -58.8% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling