+509.2%
CAH vs IONS
-16.3%
+525.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.1% | +10.0% | +1.7% |
| 7D | +9.4% | -30.3% | +39.7% | +12.5% |
| 30D | +16.5% | -37.7% | +54.3% | +20.9% |
| 3M | +17.0% | -50.5% | +67.5% | +23.9% |
| 6M | +51.4% | -62.8% | +114.2% | +63.9% |
| YTD | +36.0% | -64.4% | +100.3% | +47.6% |
| 1Y | +36.0% | -59.5% | +95.5% | +45.7% |
| 3Y | +177.5% | -39.2% | +216.7% | +180.0% |
| 5Y | +509.2% | -15.3% | +524.5% | +491.1% |
| All | +509.2% | -16.3% | +525.5% | +491.1% |
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 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