-13.0%
CBRE vs IONS
-7.3%
-5.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.4% | -1.4% | -3.6% |
| 7D | -1.5% | -5.3% | +3.8% | -1.2% |
| 30D | -4.0% | +0.3% | -4.3% | -4.2% |
| 3M | +8.0% | -22.9% | +30.9% | +8.7% |
| 6M | +4.0% | -23.4% | +27.4% | +4.7% |
| YTD | -11.5% | -28.3% | +16.8% | -9.9% |
| 1Y | -13.0% | -7.0% | -6.0% | -9.9% |
| All | -13.0% | -7.3% | -5.7% | -9.9% |
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