-3.3%
ADSK vs IONS
+35.4%
-38.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.7% | +3.1% | +2.5% |
| 7D | -10.9% | -4.3% | -6.6% | -10.6% |
| 30D | -15.9% | +0.4% | -16.3% | -16.0% |
| 3M | -4.4% | -24.1% | +19.7% | -2.6% |
| 6M | -16.6% | -26.4% | +9.8% | -14.9% |
| YTD | -28.5% | -29.7% | +1.1% | -26.8% |
| 1Y | -34.6% | -13.0% | -21.6% | -34.7% |
| All | -3.3% | +35.4% | -38.6% | -7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling