+7,026.5%
CDNS vs IONS
+188.4%
+6,838.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -21.4% | +26.6% | +8.1% |
| 7D | +2.1% | -24.8% | +27.0% | +5.6% |
| 30D | -4.6% | -31.5% | +26.9% | -0.2% |
| 3M | -0.8% | -45.2% | +44.4% | +6.8% |
| 6M | -7.2% | -59.1% | +51.8% | +3.0% |
| YTD | +7.7% | -60.8% | +68.5% | +20.0% |
| 1Y | +3.5% | -57.9% | +61.4% | +14.1% |
| 3Y | +31.2% | -34.5% | +65.7% | +32.9% |
| 5Y | +84.5% | -8.8% | +93.4% | +75.6% |
| 10Y | +1,242.9% | -19.2% | +1,262.1% | +1,140.7% |
| All | +7,026.5% | +188.4% | +6,838.1% | +3,299.2% |
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 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