+50,186.6%
QCOM vs IONS
+405.1%
+49,781.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +3.3% | -4.8% | +8.2% | +4.0% |
| 30D | +7.7% | +7.2% | +0.5% | +6.6% |
| 3M | -30.1% | -22.7% | -7.4% | -28.2% |
| 6M | +22.8% | -26.9% | +49.7% | +26.9% |
| YTD | +0.2% | -26.6% | +26.8% | +3.4% |
| 1Y | +7.9% | -2.1% | +10.0% | +7.0% |
| 3Y | +55.8% | +43.4% | +12.4% | +43.5% |
| 5Y | +30.1% | +47.0% | -16.9% | +17.8% |
| 10Y | +248.9% | +97.2% | +151.7% | +189.9% |
| All | +50,186.6% | +405.1% | +49,781.5% | +28,436.8% |
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