+702.3%
GOOG vs IONS
-32.1%
+734.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.4% | -7.4% | -2.1% |
| 7D | +3.0% | -26.3% | +29.3% | +7.9% |
| 30D | -14.9% | -31.9% | +17.1% | -9.6% |
| 3M | -14.9% | -48.0% | +33.1% | -5.5% |
| 6M | -26.6% | -62.6% | +35.9% | -14.4% |
| YTD | -6.6% | -63.3% | +56.7% | +9.1% |
| 1Y | +5.1% | -58.4% | +63.5% | +19.8% |
| 3Y | +121.0% | -38.2% | +159.2% | +125.3% |
| 5Y | +97.3% | -11.1% | +108.4% | +81.3% |
| All | +702.3% | -32.1% | +734.4% | +665.5% |
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 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