+20.6%
CDW vs IONS
-59.8%
+80.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -9.1% | +12.0% | +2.2% |
| 7D | +13.1% | -30.3% | +43.3% | +10.6% |
| 30D | +19.1% | -37.7% | +56.9% | +15.9% |
| 3M | +24.7% | -50.5% | +75.2% | +19.9% |
| 6M | +63.4% | -62.8% | +126.1% | +54.8% |
| YTD | +26.3% | -64.4% | +90.7% | +20.7% |
| 1Y | +20.6% | -59.5% | +80.0% | +14.1% |
| All | +20.6% | -59.8% | +80.3% | +14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling