-14.7%
CBRE vs IONS
-61.6%
+46.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.6% | +2.1% | -1.3% |
| 7D | -2.8% | -29.6% | +26.8% | -1.4% |
| 30D | +2.2% | -35.6% | +37.8% | +4.3% |
| 3M | -10.1% | -51.7% | +41.6% | -6.4% |
| 6M | -8.0% | -64.0% | +56.0% | -3.0% |
| YTD | -17.6% | -65.5% | +47.9% | -12.3% |
| 1Y | -14.7% | -62.4% | +47.7% | -11.9% |
| All | -14.7% | -61.6% | +46.9% | -11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling