+94.9%
CNC vs IONS
-14.8%
+109.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.1% | +1.9% |
| 7D | -0.9% | -6.7% | +5.8% | +0.1% |
| 30D | -1.0% | -4.1% | +3.1% | -0.5% |
| 3M | +4.5% | -26.6% | +31.1% | +6.1% |
| 6M | +85.2% | -27.5% | +112.7% | +88.2% |
| YTD | +61.4% | -31.5% | +92.9% | +65.2% |
| 1Y | +94.9% | -15.3% | +110.2% | +71.1% |
| All | +94.9% | -14.8% | +109.7% | +71.1% |
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 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