+3,446.7%
ADSK vs IONS
+440.4%
+3,006.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.1% | -8.2% | -8.3% |
| 7D | -16.4% | -4.8% | -11.6% | -15.8% |
| 30D | -9.2% | +7.2% | -16.4% | -10.2% |
| 3M | -6.7% | -22.7% | +15.9% | -4.0% |
| 6M | -15.5% | -26.9% | +11.4% | -12.5% |
| YTD | -26.4% | -26.6% | +0.2% | -23.9% |
| 1Y | -31.9% | -2.1% | -29.8% | -32.6% |
| 3Y | -1.0% | +43.4% | -44.4% | -10.1% |
| 5Y | -24.5% | +47.0% | -71.5% | -32.5% |
| 10Y | +220.4% | +97.2% | +123.2% | +163.8% |
| All | +3,446.7% | +440.4% | +3,006.3% | +1,678.4% |
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