+31,416.6%
AVGO vs IONS
+214.0%
+31,202.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -3.0% | -4.8% | +1.9% | -2.2% |
| 30D | -14.4% | +7.2% | -21.6% | -15.5% |
| 3M | -14.4% | -22.7% | +8.3% | -11.9% |
| 6M | +13.1% | -26.9% | +40.0% | +17.3% |
| YTD | +3.8% | -26.6% | +30.4% | +7.4% |
| 1Y | +17.8% | -2.1% | +19.9% | +16.0% |
| 3Y | +325.3% | +43.4% | +281.8% | +279.8% |
| 5Y | +689.9% | +47.0% | +642.9% | +587.6% |
| 10Y | +2,597.0% | +97.2% | +2,499.8% | +2,063.5% |
| All | +31,416.6% | +214.0% | +31,202.6% | +20,033.5% |
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 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