+140.7%
GOOG vs IONS
+36.3%
+104.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -2.0% |
| 7D | -1.6% | -8.7% | +7.1% | -0.8% |
| 30D | -7.7% | -1.6% | -6.0% | -7.6% |
| 3M | -9.3% | -24.9% | +15.6% | -7.3% |
| 6M | +7.4% | -25.7% | +33.1% | +9.9% |
| YTD | +4.9% | -29.2% | +34.0% | +7.6% |
| 1Y | +37.2% | -13.0% | +50.2% | +38.0% |
| All | +140.7% | +36.3% | +104.4% | +132.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling