+108.6%
ASML vs IONS
+47.7%
+60.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.2% | +4.2% |
| 7D | +1.1% | -4.8% | +6.0% | +2.1% |
| 30D | +2.2% | +7.2% | -5.0% | +0.6% |
| 3M | -2.3% | -22.7% | +20.4% | +1.4% |
| 6M | +23.0% | -26.9% | +49.9% | +29.3% |
| YTD | +61.1% | -26.6% | +87.6% | +69.0% |
| 1Y | +129.1% | -2.1% | +131.2% | +124.5% |
| 3Y | +165.4% | +43.4% | +121.9% | +122.0% |
| All | +108.6% | +47.7% | +60.8% | +68.3% |
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