+1,462.8%
CRWD vs IONS
-54.4%
+1,517.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.4% | -7.8% | -2.9% |
| 7D | +4.5% | -26.3% | +30.8% | +10.8% |
| 30D | -9.1% | -31.9% | +22.8% | -1.7% |
| 3M | +0.5% | -48.0% | +48.5% | +15.1% |
| 6M | +61.1% | -62.6% | +123.7% | +97.5% |
| YTD | +93.4% | -63.3% | +156.6% | +136.6% |
| 1Y | +71.1% | -58.4% | +129.5% | +101.4% |
| 3Y | +351.1% | -38.2% | +389.3% | +336.2% |
| 5Y | +218.8% | -11.1% | +229.9% | +152.4% |
| All | +1,462.8% | -54.4% | +1,517.3% | +1,397.0% |
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