+41.5%
CGNX vs IONS
-2.1%
+43.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +3.0% | -4.8% | +7.8% | +2.9% |
| 30D | -11.8% | +7.2% | -19.0% | -11.8% |
| 3M | -3.6% | -22.7% | +19.1% | -5.5% |
| 6M | +17.4% | -26.9% | +44.3% | +14.7% |
| YTD | +73.7% | -26.6% | +100.3% | +67.4% |
| 1Y | +41.5% | -2.1% | +43.6% | +31.9% |
| All | +41.5% | -2.1% | +43.6% | +31.9% |
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