+30.8%
ASML vs IONS
-46.2%
+77.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.4% | -6.0% | -8.9% |
| 7D | -19.0% | -12.6% | -6.4% | -17.6% |
| 30D | -25.9% | -11.8% | -14.1% | -24.7% |
| 3M | -19.1% | -28.4% | +9.3% | -15.9% |
| 6M | -5.7% | -48.4% | +42.7% | -2.2% |
| YTD | +27.6% | -51.0% | +78.5% | +34.3% |
| 1Y | +30.8% | -48.0% | +78.8% | +37.4% |
| All | +30.8% | -46.2% | +77.0% | +37.4% |
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 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