+85,040.9%
ASML vs IONS
+426.6%
+84,614.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -3.5% |
| 7D | -10.0% | -10.6% | +0.6% | -8.2% |
| 30D | -19.4% | -7.7% | -11.7% | -18.3% |
| 3M | -12.5% | -27.1% | +14.6% | -7.8% |
| 6M | +8.2% | -46.8% | +55.0% | +19.3% |
| YTD | +40.7% | -49.2% | +90.0% | +56.2% |
| 1Y | +46.1% | -44.9% | +91.1% | +59.7% |
| 3Y | +138.5% | -14.9% | +153.4% | +134.2% |
| 5Y | +84.2% | +15.9% | +68.2% | +68.0% |
| 10Y | +1,505.1% | +48.0% | +1,457.1% | +1,218.2% |
| All | +85,040.9% | +426.6% | +84,614.4% | +31,457.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling