+244.4%
AVGO vs IONS
-16.4%
+260.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.5% |
| 7D | -9.9% | -9.4% | -0.5% | -8.8% |
| 30D | -22.0% | -10.7% | -11.3% | -20.9% |
| 3M | -30.0% | -27.7% | -2.4% | -27.6% |
| 6M | -30.7% | -48.7% | +18.0% | -26.3% |
| YTD | -14.7% | -50.2% | +35.5% | -9.0% |
| 1Y | -16.8% | -46.8% | +30.0% | -12.3% |
| 3Y | +244.4% | -14.8% | +259.3% | +205.6% |
| All | +244.4% | -16.4% | +260.8% | +205.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling