+101.0%
CB vs IONS
+47.7%
+53.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | +0.5% | -4.8% | +5.3% | +0.7% |
| 30D | -3.1% | +7.2% | -10.3% | -3.5% |
| 3M | +9.0% | -22.7% | +31.6% | +10.0% |
| 6M | +2.9% | -26.9% | +29.7% | +4.1% |
| YTD | +10.1% | -26.6% | +36.7% | +11.4% |
| 1Y | +22.8% | -2.1% | +24.9% | +22.5% |
| 3Y | +73.8% | +43.4% | +30.4% | +67.3% |
| All | +101.0% | +47.7% | +53.3% | +91.8% |
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