+4.6%
CMCSA vs IONS
+84.6%
-80.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -1.2% | -5.4% | -6.5% |
| 7D | -8.3% | -8.7% | +0.4% | -7.3% |
| 30D | -2.4% | -1.6% | -0.8% | -2.3% |
| 3M | +4.5% | -24.9% | +29.4% | +7.3% |
| 6M | -18.8% | -25.7% | +6.9% | -16.6% |
| YTD | -8.9% | -29.2% | +20.3% | -6.0% |
| 1Y | -18.3% | -13.0% | -5.3% | -18.0% |
| 3Y | -35.0% | +35.9% | -70.9% | -40.3% |
| 5Y | -48.2% | +54.5% | -102.6% | -54.2% |
| 10Y | +4.6% | +93.1% | -88.6% | -11.6% |
| All | +4.6% | +84.6% | -80.0% | -11.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling