-1.6%
AVGO vs IONS
-13.5%
+11.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -1.0% |
| 7D | +1.0% | -4.3% | +5.3% | +0.9% |
| 30D | -13.3% | +0.4% | -13.7% | -13.3% |
| 3M | -2.9% | -24.1% | +21.2% | -5.3% |
| 6M | +5.7% | -26.4% | +32.2% | +3.0% |
| YTD | +4.6% | -29.7% | +34.3% | +2.2% |
| 1Y | -1.6% | -13.0% | +11.4% | -8.5% |
| All | -1.6% | -13.5% | +11.8% | -8.5% |
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