+110.5%
CNC vs IONS
-44.5%
+155.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -0.7% | +13.3% | +12.7% |
| 7D | +13.4% | -10.6% | +23.9% | +15.4% |
| 30D | +18.2% | -7.7% | +25.9% | +19.6% |
| 3M | +18.6% | -27.1% | +45.7% | +24.4% |
| 6M | +41.9% | -46.8% | +88.7% | +51.7% |
| YTD | +84.7% | -49.2% | +134.0% | +97.3% |
| 1Y | +110.5% | -44.9% | +155.4% | +106.5% |
| All | +110.5% | -44.5% | +155.0% | +106.5% |
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