+19.7%
QCOM vs IONS
-14.9%
+34.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.7% |
| 7D | +2.0% | -29.4% | +31.4% | +7.8% |
| 30D | +1.2% | -35.1% | +36.4% | +8.7% |
| 3M | +9.1% | -48.9% | +58.0% | +22.1% |
| 6M | -25.0% | -62.4% | +37.4% | -12.2% |
| YTD | +4.8% | -64.2% | +69.0% | +23.7% |
| 1Y | +3.6% | -60.9% | +64.5% | +19.7% |
| 3Y | +51.5% | -38.9% | +90.4% | +50.7% |
| 5Y | +19.7% | -15.6% | +35.3% | +2.9% |
| All | +19.7% | -14.9% | +34.6% | +2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling