+128.8%
GOOG vs IONS
+52.5%
+76.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.9% |
| 7D | -1.6% | -8.7% | +7.1% | -0.2% |
| 30D | -7.7% | -1.6% | -6.0% | -7.5% |
| 3M | -9.3% | -24.9% | +15.6% | -6.2% |
| 6M | +7.4% | -25.7% | +33.1% | +11.3% |
| YTD | +4.9% | -29.2% | +34.0% | +9.3% |
| 1Y | +37.2% | -13.0% | +50.2% | +38.1% |
| 3Y | +141.6% | +35.9% | +105.7% | +115.7% |
| 5Y | +128.8% | +54.5% | +74.3% | +94.2% |
| All | +128.8% | +52.5% | +76.2% | +94.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling