+11.8%
CG vs IONS
+47.7%
-36.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.6% | -1.6% |
| 7D | -4.3% | -4.8% | +0.5% | -3.4% |
| 30D | -5.1% | +7.2% | -12.3% | -6.5% |
| 3M | +8.7% | -22.7% | +31.4% | +12.5% |
| 6M | -9.2% | -26.9% | +17.7% | -5.0% |
| YTD | -18.9% | -26.6% | +7.7% | -15.3% |
| 1Y | -25.6% | -2.1% | -23.5% | -27.4% |
| 3Y | +57.3% | +43.4% | +13.8% | +31.6% |
| All | +11.8% | +47.7% | -36.0% | -6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling