+80.6%
CRWD vs IONS
-44.5%
+125.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.6% |
| 7D | -9.6% | -10.6% | +1.0% | -10.7% |
| 30D | -11.6% | -7.7% | -3.9% | -12.3% |
| 3M | +14.1% | -27.1% | +41.2% | +9.2% |
| 6M | +105.4% | -46.8% | +152.2% | +90.6% |
| YTD | +105.6% | -49.2% | +154.9% | +88.8% |
| 1Y | +80.6% | -44.9% | +125.5% | +66.7% |
| All | +80.6% | -44.5% | +125.1% | +66.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling