+5,789.4%
CGNX vs IONS
+421.1%
+5,368.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.4% |
| 7D | +3.2% | -8.7% | +11.9% | +4.5% |
| 30D | -3.7% | -1.6% | -2.1% | -3.6% |
| 3M | +1.0% | -24.9% | +25.9% | +4.2% |
| 6M | +22.1% | -25.7% | +47.7% | +26.0% |
| YTD | +72.7% | -29.2% | +101.9% | +79.1% |
| 1Y | +40.4% | -13.0% | +53.4% | +41.1% |
| 3Y | +45.2% | +35.9% | +9.3% | +33.4% |
| 5Y | -26.7% | +54.5% | -81.2% | -34.9% |
| 10Y | +178.5% | +93.1% | +85.4% | +130.9% |
| All | +5,789.4% | +421.1% | +5,368.3% | +3,235.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling