+892.4%
CDW vs IONS
+38.8%
+853.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.1% |
| 7D | +2.1% | -9.4% | +11.5% | +3.3% |
| 30D | +14.7% | -10.7% | +25.5% | +16.3% |
| 3M | +11.1% | -27.7% | +38.8% | +15.1% |
| 6M | +45.6% | -48.7% | +94.3% | +56.1% |
| YTD | +17.1% | -50.2% | +67.3% | +25.8% |
| 1Y | +13.2% | -46.8% | +60.0% | +20.4% |
| 3Y | -22.2% | -14.8% | -7.4% | -24.1% |
| 5Y | -10.1% | +17.0% | -27.1% | -17.6% |
| 10Y | +307.0% | +45.3% | +261.7% | +262.9% |
| All | +892.4% | +38.8% | +853.6% | +791.9% |
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