+1,036.6%
CDNS vs IONS
+84.6%
+952.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | -7.2% | -8.7% | +1.5% | -5.7% |
| 30D | -14.3% | -1.6% | -12.6% | -14.1% |
| 3M | -27.2% | -24.9% | -2.3% | -24.4% |
| 6M | -4.5% | -25.7% | +21.2% | -0.8% |
| YTD | -9.0% | -29.2% | +20.2% | -4.8% |
| 1Y | -21.3% | -13.0% | -8.3% | -21.1% |
| 3Y | +19.6% | +35.9% | -16.4% | +5.3% |
| 5Y | +71.5% | +54.5% | +17.0% | +43.0% |
| 10Y | +1,036.6% | +93.1% | +943.5% | +865.3% |
| All | +1,036.6% | +84.6% | +952.0% | +865.3% |
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