+43.8%
CAVA vs IONS
+35.4%
+8.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.8% | -4.4% |
| 7D | -12.4% | -4.3% | -8.2% | -12.2% |
| 30D | -11.2% | +0.4% | -11.6% | -11.2% |
| 3M | -33.8% | -24.1% | -9.7% | -33.1% |
| 6M | -32.5% | -26.4% | -6.1% | -31.6% |
| YTD | -8.0% | -29.7% | +21.7% | -6.7% |
| 1Y | -17.1% | -13.0% | -4.1% | -18.0% |
| All | +43.8% | +35.4% | +8.4% | +30.7% |
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