+2,475.6%
AVGO vs IONS
-27.6%
+2,503.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -9.1% | +13.0% | +5.6% |
| 7D | 0.0% | -30.3% | +30.2% | +5.9% |
| 30D | -8.2% | -37.7% | +29.6% | -0.5% |
| 3M | -21.3% | -50.5% | +29.2% | -11.1% |
| 6M | -22.5% | -62.8% | +40.2% | -8.8% |
| YTD | -3.6% | -64.4% | +60.8% | +14.3% |
| 1Y | -6.7% | -59.5% | +52.8% | +7.4% |
| 3Y | +258.1% | -39.2% | +297.3% | +260.6% |
| 5Y | +560.9% | -15.3% | +576.2% | +493.0% |
| 10Y | +2,475.6% | -31.2% | +2,506.8% | +2,357.7% |
| All | +2,475.6% | -27.6% | +2,503.2% | +2,357.7% |
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