+8,870.5%
CI vs IONS
+440.4%
+8,430.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | +1.3% | -4.8% | +6.2% | +1.7% |
| 30D | +4.4% | +7.2% | -2.8% | +3.8% |
| 3M | +0.7% | -22.7% | +23.3% | +2.5% |
| 6M | +0.3% | -26.9% | +27.2% | +2.6% |
| YTD | +3.8% | -26.6% | +30.4% | +6.1% |
| 1Y | -5.5% | -2.1% | -3.4% | -6.0% |
| 3Y | +8.1% | +43.4% | -35.3% | +1.8% |
| 5Y | +42.8% | +47.0% | -4.2% | +32.3% |
| 10Y | +143.9% | +97.2% | +46.7% | +114.1% |
| All | +8,870.5% | +440.4% | +8,430.1% | +5,964.2% |
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