+863.2%
CDW vs IONS
+104.5%
+758.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +3.2% | -4.8% | +8.0% | +3.7% |
| 30D | +9.3% | +7.2% | +2.1% | +8.2% |
| 3M | +9.8% | -22.7% | +32.5% | +12.4% |
| 6M | +23.3% | -26.9% | +50.2% | +26.9% |
| YTD | +13.7% | -26.6% | +40.2% | +16.7% |
| 1Y | -6.5% | -2.1% | -4.4% | -7.6% |
| 3Y | -25.2% | +43.4% | -68.7% | -31.7% |
| 5Y | -19.5% | +47.0% | -66.5% | -28.2% |
| 10Y | +285.8% | +97.2% | +188.6% | +230.6% |
| All | +863.2% | +104.5% | +758.7% | +727.8% |
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