+11,484.7%
GOOGL vs IONS
+444.8%
+11,039.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -21.4% | +22.5% | +4.3% |
| 7D | +3.3% | -24.8% | +28.1% | +7.2% |
| 30D | -18.1% | -31.5% | +13.5% | -13.8% |
| 3M | -18.6% | -45.2% | +26.6% | -11.7% |
| 6M | -28.0% | -59.1% | +31.0% | -19.1% |
| YTD | -7.8% | -60.8% | +53.1% | +4.2% |
| 1Y | +3.6% | -57.9% | +61.5% | +15.6% |
| 3Y | +123.4% | -34.5% | +157.8% | +126.8% |
| 5Y | +95.3% | -8.8% | +104.2% | +85.2% |
| 10Y | +622.2% | -19.2% | +641.4% | +563.1% |
| All | +11,484.7% | +444.8% | +11,039.8% | +6,995.7% |
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 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