+46,613.4%
QCOM vs IONS
+237.4%
+46,376.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -3.4% | -6.1% | -9.0% |
| 7D | -15.5% | -12.6% | -2.9% | -13.9% |
| 30D | -13.4% | -11.8% | -1.6% | -12.0% |
| 3M | 0.0% | -28.4% | +28.4% | +4.3% |
| 6M | -15.2% | -48.4% | +33.2% | -8.4% |
| YTD | -6.9% | -51.0% | +44.0% | +1.1% |
| 1Y | -11.0% | -48.0% | +37.1% | -4.1% |
| 3Y | +39.8% | -17.8% | +57.5% | +38.6% |
| 5Y | +7.2% | +15.2% | -8.0% | +0.4% |
| 10Y | +207.7% | +43.0% | +164.7% | +167.1% |
| All | +46,613.4% | +237.4% | +46,376.1% | +27,807.2% |
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