+43.8%
CGNX vs IONS
-14.8%
+58.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.6% | +6.7% | +4.0% |
| 7D | +3.2% | -6.7% | +9.8% | +3.0% |
| 30D | +6.0% | -4.1% | +10.1% | +5.9% |
| 3M | +3.5% | -26.6% | +30.1% | +1.1% |
| 6M | +26.3% | -27.5% | +53.8% | +23.1% |
| YTD | +79.2% | -31.5% | +110.7% | +72.0% |
| 1Y | +43.8% | -15.3% | +59.1% | +32.3% |
| All | +43.8% | -14.8% | +58.6% | +32.3% |
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