+4,577.2%
CNC vs IONS
+191.2%
+4,386.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.4% | -1.4% |
| 7D | +3.5% | -4.8% | +8.4% | +4.3% |
| 30D | +0.1% | +7.2% | -7.1% | -1.1% |
| 3M | +6.9% | -22.7% | +29.6% | +10.2% |
| 6M | +49.0% | -26.9% | +75.9% | +54.9% |
| YTD | +62.9% | -26.6% | +89.5% | +68.9% |
| 1Y | +134.0% | -2.1% | +136.1% | +132.1% |
| 3Y | +9.4% | +43.4% | -34.0% | -1.7% |
| 5Y | +4.1% | +47.0% | -42.8% | -9.0% |
| 10Y | +95.4% | +97.2% | -1.8% | +53.3% |
| All | +4,577.2% | +191.2% | +4,386.0% | +2,770.4% |
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