+28,084.6%
AVGO vs IONS
+67.6%
+28,017.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -21.4% | +30.1% | +12.1% |
| 7D | -0.9% | -24.8% | +24.0% | +3.0% |
| 30D | -11.6% | -31.5% | +19.9% | -6.9% |
| 3M | -25.2% | -45.2% | +20.0% | -18.5% |
| 6M | -25.4% | -59.1% | +33.6% | -15.9% |
| YTD | -7.2% | -60.8% | +53.6% | +5.2% |
| 1Y | -7.9% | -57.9% | +50.0% | +3.0% |
| 3Y | +262.1% | -34.5% | +296.6% | +265.2% |
| 5Y | +525.7% | -8.8% | +534.5% | +484.0% |
| 10Y | +2,300.3% | -19.2% | +2,319.5% | +2,099.8% |
| All | +28,084.6% | +67.6% | +28,017.0% | +19,620.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling