+291.3%
ANET vs IONS
+35.4%
+255.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.4% | -2.0% |
| 7D | -1.3% | -4.3% | +3.0% | -1.0% |
| 30D | -4.5% | +0.4% | -4.9% | -4.5% |
| 3M | +24.5% | -24.1% | +48.6% | +25.6% |
| 6M | +35.4% | -26.4% | +61.8% | +36.7% |
| YTD | +44.2% | -29.7% | +73.9% | +46.1% |
| 1Y | +25.4% | -13.0% | +38.4% | +24.4% |
| All | +291.3% | +35.4% | +255.9% | +268.8% |
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