+103.2%
CB vs IONS
+17.1%
+86.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -1.8% |
| 7D | +0.2% | -9.4% | +9.7% | +0.6% |
| 30D | +9.1% | -10.7% | +19.8% | +9.5% |
| 3M | +3.4% | -27.7% | +31.1% | +4.5% |
| 6M | +14.1% | -48.7% | +62.8% | +16.8% |
| YTD | +18.0% | -50.2% | +68.2% | +20.9% |
| 1Y | +30.1% | -46.8% | +76.9% | +32.9% |
| 3Y | +71.8% | -14.8% | +86.6% | +70.3% |
| All | +103.2% | +17.1% | +86.1% | +99.8% |
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