+767.4%
GOOG vs IONS
+92.6%
+674.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | -2.5% | -4.3% | +1.8% | -1.8% |
| 30D | -3.6% | +0.4% | -4.0% | -3.8% |
| 3M | -6.4% | -24.1% | +17.7% | -3.0% |
| 6M | +7.8% | -26.4% | +34.2% | +12.3% |
| YTD | +5.5% | -29.7% | +35.1% | +10.5% |
| 1Y | +38.3% | -13.0% | +51.3% | +39.4% |
| 3Y | +143.1% | +35.0% | +108.0% | +118.1% |
| 5Y | +135.0% | +54.2% | +80.8% | +100.8% |
| All | +767.4% | +92.6% | +674.8% | +640.8% |
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