+791.3%
ANET vs IONS
+50.3%
+741.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.6% | +8.2% | +6.0% |
| 7D | +3.0% | -6.7% | +9.7% | +3.9% |
| 30D | -5.2% | -4.1% | -1.1% | -4.8% |
| 3M | +27.6% | -26.6% | +54.2% | +31.5% |
| 6M | +44.4% | -27.5% | +71.9% | +48.8% |
| YTD | +52.3% | -31.5% | +83.8% | +58.2% |
| 1Y | +30.4% | -15.3% | +45.8% | +30.3% |
| 3Y | +313.3% | +31.3% | +282.0% | +261.7% |
| All | +791.3% | +50.3% | +741.0% | +623.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling