+186.8%
CIEN vs IONS
-7.3%
+194.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.4% | +8.7% | +6.7% |
| 7D | -5.3% | -5.3% | 0.0% | -4.3% |
| 30D | -17.2% | +0.3% | -17.5% | -17.1% |
| 3M | -26.9% | -22.9% | -4.0% | -28.2% |
| 6M | +16.0% | -23.4% | +39.4% | +13.6% |
| YTD | +45.9% | -28.3% | +74.2% | +48.6% |
| 1Y | +186.8% | -7.0% | +193.8% | +186.2% |
| All | +186.8% | -7.3% | +194.1% | +186.2% |
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 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