+13,507.3%
GOOGL vs IONS
+920.9%
+12,586.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -2.3% | -4.8% | +2.6% | -1.6% |
| 30D | -6.6% | +7.2% | -13.8% | -7.6% |
| 3M | -8.9% | -22.7% | +13.7% | -6.2% |
| 6M | +11.9% | -26.9% | +38.8% | +16.1% |
| YTD | +8.3% | -26.6% | +34.9% | +12.2% |
| 1Y | +46.2% | -2.1% | +48.3% | +44.8% |
| 3Y | +151.9% | +43.4% | +108.4% | +128.3% |
| 5Y | +137.7% | +47.0% | +90.7% | +110.7% |
| 10Y | +757.6% | +97.2% | +660.4% | +591.1% |
| All | +13,507.3% | +920.9% | +12,586.4% | +7,545.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling