+795.4%
CDE vs IONS
+37.9%
+757.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.4% | -2.3% |
| 7D | +2.3% | -5.3% | +7.6% | +3.3% |
| 30D | +18.8% | +0.3% | +18.5% | +18.8% |
| 3M | +23.5% | -22.9% | +46.4% | +27.2% |
| 6M | -8.6% | -23.4% | +14.8% | -5.8% |
| YTD | +16.0% | -28.3% | +44.3% | +21.8% |
| 1Y | +42.1% | -7.0% | +49.1% | +42.7% |
| All | +795.4% | +37.9% | +757.4% | +786.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling