+39.3%
ASML vs IONS
-47.1%
+86.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.6% | +3.4% | +4.8% |
| 7D | -9.0% | -9.4% | +0.4% | -7.8% |
| 30D | -21.0% | -10.7% | -10.2% | -19.8% |
| 3M | -16.3% | -27.7% | +11.4% | -13.2% |
| 6M | -7.5% | -48.7% | +41.2% | -3.7% |
| YTD | +34.0% | -50.2% | +84.2% | +40.7% |
| 1Y | +39.3% | -46.8% | +86.1% | +46.1% |
| All | +39.3% | -47.1% | +86.4% | +46.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling