+183.7%
CAH vs IONS
+39.5%
+144.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.3% | -2.5% |
| 7D | +0.5% | -5.3% | +5.8% | +0.9% |
| 30D | +1.7% | +0.3% | +1.5% | +1.7% |
| 3M | +17.9% | -22.9% | +40.8% | +19.9% |
| 6M | +10.9% | -23.4% | +34.3% | +12.8% |
| YTD | +17.9% | -28.3% | +46.2% | +20.4% |
| 1Y | +61.7% | -7.0% | +68.7% | +61.7% |
| 3Y | +183.7% | +37.6% | +146.1% | +167.1% |
| All | +183.7% | +39.5% | +144.2% | +167.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling