+2,856.4%
AVGO vs IONS
+84.6%
+2,771.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.9% |
| 7D | -0.8% | -8.7% | +7.9% | +0.9% |
| 30D | -13.7% | -1.6% | -12.1% | -13.7% |
| 3M | -6.9% | -24.9% | +17.9% | -3.2% |
| 6M | +5.8% | -25.7% | +31.4% | +10.0% |
| YTD | +5.7% | -29.2% | +34.9% | +10.7% |
| 1Y | +9.0% | -13.0% | +22.0% | +9.2% |
| 3Y | +340.5% | +35.9% | +304.6% | +283.7% |
| 5Y | +711.1% | +54.5% | +656.6% | +566.5% |
| 10Y | +2,856.4% | +93.1% | +2,763.3% | +2,397.0% |
| All | +2,856.4% | +84.6% | +2,771.8% | +2,397.0% |
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