-25.0%
CDW vs IONS
+43.7%
-68.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +3.2% | -4.8% | +8.0% | +3.4% |
| 30D | +9.3% | +7.2% | +2.1% | +8.8% |
| 3M | +9.8% | -22.7% | +32.5% | +10.9% |
| 6M | +23.3% | -26.9% | +50.2% | +25.0% |
| YTD | +13.7% | -26.6% | +40.2% | +15.1% |
| 1Y | -6.5% | -2.1% | -4.4% | -7.7% |
| All | -25.0% | +43.7% | -68.8% | -29.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling