-41.2%
CAG vs IONS
+52.5%
-93.7%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.9% |
| 7D | -6.6% | -8.7% | +2.0% | -6.3% |
| 30D | +2.3% | -1.6% | +3.9% | +2.4% |
| 3M | +16.3% | -24.9% | +41.2% | +17.4% |
| 6M | -16.0% | -25.7% | +9.6% | -15.2% |
| YTD | -7.7% | -29.2% | +21.5% | -6.7% |
| 1Y | -16.0% | -13.0% | -3.0% | -15.6% |
| 3Y | -37.7% | +35.9% | -73.6% | -38.5% |
| 5Y | -41.2% | +54.5% | -95.7% | -42.3% |
| All | -41.2% | +52.5% | -93.7% | -42.3% |
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