+78.5%
CDNS vs IONS
+17.1%
+61.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.5% |
| 7D | -2.4% | -9.4% | +7.0% | -1.0% |
| 30D | -10.2% | -10.7% | +0.6% | -8.7% |
| 3M | -5.5% | -27.7% | +22.2% | -1.1% |
| 6M | -9.9% | -48.7% | +38.8% | -1.8% |
| YTD | +2.3% | -50.2% | +52.5% | +11.8% |
| 1Y | -1.4% | -46.8% | +45.4% | +6.3% |
| 3Y | +28.1% | -14.8% | +42.9% | +20.3% |
| All | +78.5% | +17.1% | +61.4% | +46.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling