+38.3%
GOOGL vs IONS
-8.4%
+46.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -2.2% |
| 7D | -1.9% | -8.7% | +6.8% | -1.1% |
| 30D | -7.5% | -1.6% | -5.8% | -7.4% |
| 3M | -9.2% | -24.9% | +15.7% | -7.6% |
| 6M | +8.1% | -25.7% | +33.7% | +10.1% |
| YTD | +5.8% | -29.2% | +35.0% | +8.0% |
| 1Y | +38.3% | -13.0% | +51.4% | +45.7% |
| All | +38.3% | -8.4% | +46.7% | +45.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling