+37.7%
CAH vs IONS
-60.0%
+97.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.4% | -5.3% | +0.8% |
| 7D | +3.5% | -26.3% | +29.7% | +4.7% |
| 30D | +13.5% | -31.9% | +45.4% | +15.4% |
| 3M | +21.8% | -48.0% | +69.8% | +26.8% |
| 6M | +51.5% | -62.6% | +114.1% | +60.8% |
| YTD | +38.1% | -63.3% | +101.3% | +45.7% |
| 1Y | +37.7% | -58.4% | +96.1% | +40.8% |
| All | +37.7% | -60.0% | +97.7% | +40.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling