-41.6%
CAG vs IONS
-18.9%
-22.7%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.7% | -1.8% |
| 7D | -6.2% | -29.6% | +23.4% | -5.4% |
| 30D | +7.4% | -35.6% | +43.0% | +8.6% |
| 3M | -1.6% | -51.7% | +50.1% | +0.5% |
| 6M | +6.3% | -64.0% | +70.3% | +9.7% |
| YTD | -10.1% | -65.5% | +55.4% | -7.2% |
| 1Y | -10.2% | -62.4% | +52.2% | -7.6% |
| 3Y | -37.3% | -41.1% | +3.8% | -36.7% |
| 5Y | -41.6% | -16.5% | -25.1% | -40.5% |
| All | -41.6% | -18.9% | -22.7% | -40.5% |
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