+2,189.7%
CMCSA vs IONS
+162.2%
+2,027.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -9.1% | +10.0% | +1.9% |
| 7D | +4.6% | -30.3% | +34.8% | +8.1% |
| 30D | +19.8% | -37.7% | +57.5% | +25.2% |
| 3M | -0.3% | -50.5% | +50.2% | +6.6% |
| 6M | +0.3% | -62.8% | +63.1% | +9.8% |
| YTD | -6.9% | -64.4% | +57.4% | +2.2% |
| 1Y | +2.6% | -59.5% | +62.1% | +11.0% |
| 3Y | -29.0% | -39.2% | +10.2% | -27.9% |
| 5Y | -42.0% | -15.3% | -26.6% | -44.0% |
| 10Y | +6.4% | -31.2% | +37.6% | +0.6% |
| All | +2,189.7% | +162.2% | +2,027.5% | +1,196.3% |
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