+579.5%
CEG vs IONS
-6.6%
+586.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.6% |
| 7D | +11.8% | -29.4% | +41.2% | +14.8% |
| 30D | -6.5% | -35.1% | +28.6% | -3.2% |
| 3M | -1.2% | -48.9% | +47.7% | +5.0% |
| 6M | -8.0% | -62.4% | +54.4% | -0.1% |
| YTD | -21.9% | -64.2% | +42.3% | -14.9% |
| 1Y | -21.4% | -60.9% | +39.5% | -15.4% |
| 3Y | +130.0% | -38.9% | +168.9% | +124.6% |
| All | +579.5% | -6.6% | +586.1% | +571.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling