+2.0%
QCOM vs IONS
-55.7%
+57.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -21.4% | +25.0% | +4.8% |
| 7D | +5.8% | -24.8% | +30.6% | +7.4% |
| 30D | -2.3% | -31.5% | +29.2% | -0.1% |
| 3M | +2.7% | -45.2% | +47.9% | +6.1% |
| 6M | -21.0% | -59.1% | +38.0% | -19.5% |
| YTD | +1.8% | -60.8% | +62.6% | +4.0% |
| All | +2.0% | -55.7% | +57.8% | +2.4% |
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