-30.4%
CEG vs IONS
-43.7%
+13.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.6% | +2.7% | +4.2% |
| 7D | -4.7% | -9.4% | +4.7% | -4.3% |
| 30D | -16.6% | -10.7% | -5.8% | -16.1% |
| 3M | -4.1% | -27.7% | +23.5% | -3.2% |
| 6M | -22.3% | -48.7% | +26.4% | -23.8% |
| YTD | -28.9% | -50.2% | +21.2% | -30.8% |
| All | -30.4% | -43.7% | +13.4% | -34.3% |
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 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