+401.2%
CBRE vs IONS
+84.6%
+316.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.6% |
| 7D | -1.7% | -8.7% | +7.0% | -0.2% |
| 30D | -3.0% | -1.6% | -1.3% | -2.8% |
| 3M | +2.6% | -24.9% | +27.5% | +6.7% |
| 6M | +2.0% | -25.7% | +27.7% | +6.2% |
| YTD | -13.1% | -29.2% | +16.1% | -8.9% |
| 1Y | -13.8% | -13.0% | -0.8% | -13.1% |
| 3Y | +63.9% | +35.9% | +27.9% | +46.0% |
| 5Y | +42.3% | +54.5% | -12.2% | +20.1% |
| 10Y | +401.2% | +93.1% | +308.1% | +304.6% |
| All | +401.2% | +84.6% | +316.6% | +304.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling