+28.1%
CDNS vs IONS
-16.4%
+44.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.6% |
| 7D | -2.4% | -9.4% | +7.0% | -1.5% |
| 30D | -10.2% | -10.7% | +0.6% | -9.2% |
| 3M | -5.5% | -27.7% | +22.2% | -2.7% |
| 6M | -9.9% | -48.7% | +38.8% | -5.0% |
| YTD | +2.3% | -50.2% | +52.5% | +8.0% |
| 1Y | -1.4% | -46.8% | +45.4% | +3.1% |
| 3Y | +28.1% | -14.8% | +42.9% | +16.2% |
| All | +28.1% | -16.4% | +44.5% | +16.2% |
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