-18.9%
CG vs IONS
-59.8%
+40.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -9.1% | +7.6% | -1.4% |
| 7D | +2.0% | -30.3% | +32.2% | +2.3% |
| 30D | +8.5% | -37.7% | +46.3% | +9.7% |
| 3M | -12.1% | -50.5% | +38.4% | -9.9% |
| 6M | -16.4% | -62.8% | +46.3% | -15.2% |
| YTD | -28.0% | -64.4% | +36.4% | -26.9% |
| 1Y | -18.9% | -59.5% | +40.6% | -20.2% |
| All | -18.9% | -59.8% | +40.9% | -20.2% |
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