+746.7%
GOOGL vs IONS
+84.6%
+662.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -2.1% |
| 7D | -1.9% | -8.7% | +6.8% | -0.4% |
| 30D | -7.5% | -1.6% | -5.8% | -7.3% |
| 3M | -9.2% | -24.9% | +15.7% | -5.7% |
| 6M | +8.1% | -25.7% | +33.7% | +12.4% |
| YTD | +5.8% | -29.2% | +35.0% | +10.8% |
| 1Y | +38.3% | -13.0% | +51.4% | +39.5% |
| 3Y | +144.8% | +35.9% | +108.8% | +119.3% |
| 5Y | +132.5% | +54.5% | +78.0% | +98.6% |
| 10Y | +746.7% | +93.1% | +653.6% | +621.8% |
| All | +746.7% | +84.6% | +662.1% | +621.8% |
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