-26.4%
CG vs IONS
-7.3%
-19.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -2.1% |
| 7D | -1.3% | -5.3% | +4.0% | -1.1% |
| 30D | -3.2% | +0.3% | -3.4% | -3.1% |
| 3M | +6.2% | -22.9% | +29.1% | +4.9% |
| 6M | -4.7% | -23.4% | +18.7% | -5.7% |
| YTD | -20.6% | -28.3% | +7.7% | -21.3% |
| 1Y | -26.4% | -7.0% | -19.3% | -26.1% |
| All | -26.4% | -7.3% | -19.0% | -26.1% |
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