+85.4%
IONS vs AEE
+191.3%
-105.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | -0.3% |
| 7D | -4.3% | -0.7% | -3.6% | -4.1% |
| 30D | +0.4% | -2.0% | +2.4% | +1.0% |
| 3M | -24.1% | -2.8% | -21.3% | -23.4% |
| 6M | -26.4% | -3.6% | -22.9% | -25.7% |
| YTD | -29.7% | +7.3% | -37.0% | -31.2% |
| 1Y | -13.0% | +8.7% | -21.8% | -15.2% |
| 3Y | +35.0% | +46.0% | -11.0% | +19.8% |
| 5Y | +54.2% | +39.8% | +14.4% | +37.5% |
| All | +85.4% | +191.3% | -105.9% | +47.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling