-33.5%
IONS vs AEE
+216.2%
-249.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.6% |
| 7D | -29.4% | +0.2% | -29.6% | -29.5% |
| 30D | -35.1% | +9.7% | -44.9% | -37.1% |
| 3M | -48.9% | +5.8% | -54.7% | -49.8% |
| 6M | -62.4% | +4.5% | -66.9% | -63.0% |
| YTD | -64.2% | +15.8% | -80.0% | -65.8% |
| 1Y | -60.9% | +10.8% | -71.7% | -62.2% |
| 3Y | -38.9% | +62.8% | -101.7% | -48.0% |
| 5Y | -15.6% | +56.1% | -71.7% | -27.8% |
| 10Y | -33.5% | +216.4% | -249.9% | -57.2% |
| All | -33.5% | +216.2% | -249.7% | -57.2% |
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