+85,953.7%
CSCO vs IONS
+440.4%
+85,513.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | -0.7% | -4.8% | +4.2% | 0.0% |
| 30D | -10.1% | +7.2% | -17.3% | -11.0% |
| 3M | -15.7% | -22.7% | +7.0% | -13.6% |
| 6M | +36.3% | -26.9% | +63.2% | +40.3% |
| YTD | +43.8% | -26.6% | +70.4% | +47.9% |
| 1Y | +63.9% | -2.1% | +66.1% | +62.1% |
| 3Y | +104.4% | +43.4% | +60.9% | +86.9% |
| 5Y | +111.4% | +47.0% | +64.4% | +88.6% |
| 10Y | +361.7% | +97.2% | +264.5% | +276.3% |
| All | +85,953.7% | +440.4% | +85,513.3% | +38,703.4% |
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 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