+77.4%
CDNS vs IONS
+47.7%
+29.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | -14.0% | -4.8% | -9.2% | -13.4% |
| 30D | -13.2% | +7.2% | -20.4% | -14.1% |
| 3M | -28.9% | -22.7% | -6.2% | -27.0% |
| 6M | -4.2% | -26.9% | +22.7% | -0.8% |
| YTD | -6.4% | -26.6% | +20.2% | -3.3% |
| 1Y | -16.2% | -2.1% | -14.1% | -18.1% |
| 3Y | +20.2% | +43.4% | -23.3% | +3.2% |
| All | +77.4% | +47.7% | +29.7% | +41.8% |
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