+4,817.2%
CNC vs IONS
+42.0%
+4,775.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | -7.3% | -29.4% | +22.2% | -2.7% |
| 30D | +5.2% | -35.1% | +40.3% | +11.7% |
| 3M | +8.6% | -48.9% | +57.5% | +19.4% |
| 6M | +25.1% | -62.4% | +87.5% | +42.9% |
| YTD | +71.3% | -64.2% | +135.5% | +96.8% |
| 1Y | +99.3% | -60.9% | +160.2% | +126.0% |
| 3Y | -1.9% | -38.9% | +37.0% | +0.2% |
| 5Y | -6.4% | -15.6% | +9.2% | -11.5% |
| 10Y | +178.1% | -33.5% | +211.6% | +159.7% |
| All | +4,817.2% | +42.0% | +4,775.2% | +3,244.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling