+382.4%
CRWD vs IONS
+36.3%
+346.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.2% | -1.0% |
| 7D | +2.2% | -8.7% | +10.8% | +2.4% |
| 30D | -7.7% | -1.6% | -6.1% | -7.8% |
| 3M | +28.9% | -24.9% | +53.8% | +29.6% |
| 6M | +91.5% | -25.7% | +117.1% | +92.4% |
| YTD | +77.3% | -29.2% | +106.5% | +78.5% |
| 1Y | +96.3% | -13.0% | +109.3% | +94.2% |
| All | +382.4% | +36.3% | +346.2% | +339.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling