+142.2%
CI vs IONS
-5.7%
+147.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -21.4% | +22.0% | +3.4% |
| 7D | +0.1% | -24.8% | +25.0% | +3.5% |
| 30D | +4.7% | -31.5% | +36.2% | +9.4% |
| 3M | +5.2% | -45.2% | +50.4% | +13.0% |
| 6M | +3.8% | -59.1% | +62.8% | +15.1% |
| YTD | +9.2% | -60.8% | +70.0% | +21.6% |
| 1Y | +14.3% | -57.9% | +72.1% | +25.8% |
| 3Y | +8.4% | -34.5% | +42.9% | +9.1% |
| 5Y | +50.0% | -8.8% | +58.9% | +37.6% |
| 10Y | +142.2% | -19.2% | +161.4% | +126.8% |
| All | +142.2% | -5.7% | +147.9% | +126.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling