-2.3%
CNC vs IONS
-38.5%
+36.2%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.4% |
| 7D | -7.3% | -29.4% | +22.2% | -5.1% |
| 30D | +5.2% | -35.1% | +40.3% | +8.3% |
| 3M | +8.6% | -48.9% | +57.5% | +13.7% |
| 6M | +25.1% | -62.4% | +87.5% | +33.0% |
| YTD | +71.3% | -64.2% | +135.5% | +82.5% |
| 1Y | +99.3% | -60.9% | +160.2% | +111.2% |
| All | -2.3% | -38.5% | +36.2% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling