-21.3%
CDNS vs IONS
-8.4%
-12.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.1% |
| 7D | -7.2% | -8.7% | +1.5% | -7.5% |
| 30D | -14.3% | -1.6% | -12.6% | -14.2% |
| 3M | -27.2% | -24.9% | -2.3% | -28.6% |
| 6M | -4.5% | -25.7% | +21.2% | -6.6% |
| YTD | -9.0% | -29.2% | +20.2% | -11.4% |
| 1Y | -21.3% | -13.0% | -8.3% | -21.0% |
| All | -21.3% | -8.4% | -12.9% | -21.0% |
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 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