+1,235.1%
CDNS vs IONS
-27.6%
+1,262.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.1% | +7.6% | +0.1% |
| 7D | +2.4% | -30.3% | +32.7% | +8.3% |
| 30D | -6.0% | -37.7% | +31.7% | +1.4% |
| 3M | -0.1% | -50.5% | +50.4% | +12.1% |
| 6M | -8.6% | -62.8% | +54.2% | +6.7% |
| YTD | +6.1% | -64.4% | +70.5% | +24.5% |
| 1Y | +0.8% | -59.5% | +60.3% | +15.1% |
| 3Y | +26.8% | -39.2% | +66.0% | +27.7% |
| 5Y | +86.9% | -15.3% | +102.2% | +69.2% |
| 10Y | +1,235.1% | -31.2% | +1,266.3% | +1,140.0% |
| All | +1,235.1% | -27.6% | +1,262.7% | +1,140.0% |
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