-0.4%
CLSK vs IONS
+53.9%
-54.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -3.0% | -3.3% |
| 7D | +1.7% | -4.3% | +6.0% | +4.1% |
| 30D | +11.1% | +0.4% | +10.7% | +10.1% |
| 3M | -14.1% | -24.1% | +10.0% | -5.6% |
| 6M | +32.9% | -26.4% | +59.4% | +48.7% |
| YTD | +26.5% | -29.7% | +56.1% | +45.6% |
| 1Y | +27.6% | -13.0% | +40.7% | +29.7% |
| 3Y | +190.9% | +35.0% | +155.9% | +100.7% |
| 5Y | -0.4% | +54.2% | -54.6% | -39.8% |
| All | -0.4% | +53.9% | -54.3% | -39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling