+718.9%
AVGO vs IONS
+51.6%
+667.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.4% | +3.3% |
| 7D | -0.3% | -5.3% | +5.0% | +0.5% |
| 30D | -13.8% | +0.3% | -14.1% | -14.0% |
| 3M | -6.9% | -22.9% | +16.0% | -4.4% |
| 6M | +11.9% | -23.4% | +35.3% | +14.8% |
| YTD | +6.9% | -28.3% | +35.2% | +10.7% |
| 1Y | +7.4% | -7.0% | +14.4% | +5.7% |
| 3Y | +345.6% | +37.6% | +308.0% | +282.5% |
| 5Y | +718.9% | +53.4% | +665.5% | +567.1% |
| All | +718.9% | +51.6% | +667.3% | +567.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling