+1,348.4%
CRWD vs IONS
-11.1%
+1,359.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +0.9% | -0.8% |
| 7D | -2.3% | -5.3% | +2.9% | -1.2% |
| 30D | -2.1% | +0.3% | -2.3% | -2.5% |
| 3M | +27.5% | -22.9% | +50.4% | +33.5% |
| 6M | +95.8% | -23.4% | +119.2% | +104.6% |
| YTD | +79.2% | -28.3% | +107.5% | +89.8% |
| 1Y | +96.3% | -7.0% | +103.3% | +91.2% |
| 3Y | +399.8% | +37.6% | +362.2% | +292.0% |
| 5Y | +216.7% | +53.4% | +163.3% | +125.7% |
| All | +1,348.4% | -11.1% | +1,359.5% | +1,101.3% |
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