+9,525.6%
CI vs IONS
+260.9%
+9,264.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -1.0% |
| 7D | +1.0% | -12.6% | +13.6% | +2.2% |
| 30D | +9.9% | -11.8% | +21.7% | +11.1% |
| 3M | +12.1% | -28.4% | +40.5% | +15.2% |
| 6M | +10.6% | -48.4% | +59.0% | +16.6% |
| YTD | +11.4% | -51.0% | +62.3% | +17.8% |
| 1Y | +18.8% | -48.0% | +66.8% | +24.9% |
| 3Y | +2.9% | -17.8% | +20.6% | +1.9% |
| 5Y | +54.5% | +15.2% | +39.4% | +46.3% |
| 10Y | +175.7% | +43.0% | +132.7% | +149.3% |
| All | +9,525.6% | +260.9% | +9,264.7% | +6,635.6% |
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