+2.8%
AVGO vs IONS
-60.0%
+62.8%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +6.4% | -11.2% | -4.2% |
| 7D | +18.2% | -26.3% | +44.4% | +16.6% |
| 30D | +0.2% | -31.9% | +32.2% | -0.9% |
| 3M | -16.8% | -48.0% | +31.2% | -18.4% |
| 6M | -16.5% | -62.6% | +46.1% | -20.0% |
| YTD | +0.8% | -63.3% | +64.1% | -4.2% |
| 1Y | +2.8% | -58.4% | +61.2% | -4.2% |
| All | +2.8% | -60.0% | +62.8% | -4.2% |
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