+6,098.4%
CDNS vs IONS
+440.4%
+5,658.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -14.0% |
| 3M | -28.9% | -22.7% | -6.2% | -27.0% |
| 6M | -4.2% | -26.9% | +22.7% | -1.0% |
| YTD | -6.4% | -26.6% | +20.2% | -3.4% |
| 1Y | -16.2% | -2.1% | -14.1% | -17.2% |
| 3Y | +20.2% | +43.4% | -23.3% | +9.9% |
| 5Y | +76.6% | +47.0% | +29.6% | +58.3% |
| 10Y | +1,029.7% | +97.2% | +932.5% | +826.2% |
| All | +6,098.4% | +440.4% | +5,658.0% | +2,635.2% |
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