+402.2%
CAH vs IONS
+52.5%
+349.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.1% |
| 7D | -2.2% | -8.7% | +6.4% | -1.4% |
| 30D | +1.2% | -1.6% | +2.8% | +1.3% |
| 3M | +13.1% | -24.9% | +38.0% | +15.7% |
| 6M | +8.5% | -25.7% | +34.1% | +11.0% |
| YTD | +17.6% | -29.2% | +46.8% | +20.8% |
| 1Y | +60.7% | -13.0% | +73.7% | +61.6% |
| 3Y | +183.2% | +35.9% | +147.2% | +165.5% |
| 5Y | +402.2% | +54.5% | +347.7% | +355.5% |
| All | +402.2% | +52.5% | +349.7% | +355.5% |
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