+49.3%
CL vs IONS
+96.6%
-47.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -2.2% | -4.8% | +2.7% | -1.9% |
| 30D | -4.8% | +7.2% | -12.0% | -5.2% |
| 3M | +4.9% | -22.7% | +27.6% | +6.1% |
| 6M | -5.7% | -26.9% | +21.2% | -4.4% |
| YTD | +14.4% | -26.6% | +41.0% | +15.8% |
| 1Y | +8.7% | -2.1% | +10.9% | +8.5% |
| 3Y | +30.0% | +43.4% | -13.5% | +25.9% |
| 5Y | +28.4% | +47.0% | -18.6% | +23.2% |
| All | +49.3% | +96.6% | -47.2% | +41.1% |
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