+1,340.4%
CRWD vs IONS
-12.7%
+1,353.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | -2.8% | -4.3% | +1.4% | -1.8% |
| 30D | -5.9% | +0.4% | -6.3% | -6.4% |
| 3M | +29.0% | -24.1% | +53.1% | +35.6% |
| 6M | +91.5% | -26.4% | +117.9% | +102.2% |
| YTD | +78.2% | -29.7% | +107.9% | +89.7% |
| 1Y | +96.6% | -13.0% | +109.7% | +95.5% |
| 3Y | +397.0% | +35.0% | +362.0% | +291.7% |
| 5Y | +218.9% | +54.2% | +164.7% | +126.0% |
| All | +1,340.4% | -12.7% | +1,353.1% | +1,100.4% |
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