+1,323.9%
ASML vs IONS
+15.4%
+1,308.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.4% | -6.0% | -8.6% |
| 7D | -19.0% | -12.6% | -6.4% | -16.6% |
| 30D | -25.9% | -11.8% | -14.1% | -23.9% |
| 3M | -19.1% | -28.4% | +9.3% | -13.3% |
| 6M | -5.7% | -48.4% | +42.7% | +6.9% |
| YTD | +27.6% | -51.0% | +78.5% | +46.1% |
| 1Y | +30.8% | -48.0% | +78.8% | +47.6% |
| 3Y | +116.2% | -17.8% | +134.0% | +110.5% |
| 5Y | +67.7% | +15.2% | +52.5% | +46.0% |
| All | +1,323.9% | +15.4% | +1,308.5% | +1,224.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling