+4,872.3%
CNC vs IONS
+45.7%
+4,826.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.4% | -5.0% | +0.4% |
| 7D | +2.2% | -26.3% | +28.5% | +6.5% |
| 30D | +1.6% | -31.9% | +33.5% | +7.1% |
| 3M | +7.9% | -48.0% | +55.9% | +18.3% |
| 6M | +21.2% | -62.6% | +83.7% | +38.5% |
| YTD | +73.2% | -63.3% | +136.5% | +98.2% |
| 1Y | +97.5% | -58.4% | +155.9% | +121.7% |
| 3Y | -1.2% | -38.2% | +37.0% | +0.8% |
| 5Y | -6.1% | -11.1% | +5.1% | -11.9% |
| 10Y | +181.3% | -31.7% | +213.0% | +161.5% |
| All | +4,872.3% | +45.7% | +4,826.7% | +3,267.5% |
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 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