+6,674.8%
CDNS vs IONS
+266.7%
+6,408.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.5% |
| 7D | -2.4% | -9.4% | +7.0% | -1.1% |
| 30D | -10.2% | -10.7% | +0.6% | -8.8% |
| 3M | -5.5% | -27.7% | +22.2% | -1.5% |
| 6M | -9.9% | -48.7% | +38.8% | -2.4% |
| YTD | +2.3% | -50.2% | +52.5% | +11.0% |
| 1Y | -1.4% | -46.8% | +45.4% | +5.9% |
| 3Y | +28.1% | -14.8% | +42.9% | +25.9% |
| 5Y | +79.7% | +17.0% | +62.7% | +66.3% |
| 10Y | +1,183.3% | +45.3% | +1,138.0% | +998.0% |
| All | +6,674.8% | +266.7% | +6,408.1% | +3,045.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling