+8,902.6%
CAH vs IONS
+154.0%
+8,748.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.6% | +3.8% | +0.6% |
| 7D | +3.9% | -29.6% | +33.5% | +6.7% |
| 30D | +16.0% | -35.6% | +51.6% | +20.1% |
| 3M | +19.1% | -51.7% | +70.7% | +26.1% |
| 6M | +53.0% | -64.0% | +117.0% | +65.6% |
| YTD | +36.6% | -65.5% | +102.1% | +48.2% |
| 1Y | +37.4% | -62.4% | +99.8% | +47.9% |
| 3Y | +178.8% | -41.1% | +219.9% | +184.1% |
| 5Y | +498.6% | -16.5% | +515.0% | +483.8% |
| 10Y | +413.1% | -35.8% | +448.9% | +397.9% |
| All | +8,902.6% | +154.0% | +8,748.5% | +6,080.5% |
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 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