+341.4%
CAG vs IONS
+440.4%
-98.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -3.8% | -4.8% | +1.1% | -3.6% |
| 30D | +3.1% | +7.2% | -4.1% | +2.9% |
| 3M | +23.5% | -22.7% | +46.2% | +24.4% |
| 6M | -14.8% | -26.9% | +12.0% | -14.0% |
| YTD | -5.4% | -26.6% | +21.1% | -4.6% |
| 1Y | -11.8% | -2.1% | -9.7% | -12.0% |
| 3Y | -36.7% | +43.4% | -80.1% | -38.1% |
| 5Y | -40.3% | +47.0% | -87.3% | -42.1% |
| 10Y | -37.0% | +97.2% | -134.2% | -40.6% |
| All | +341.4% | +440.4% | -98.9% | +272.0% |
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