+14.8%
CNH vs IONS
-44.5%
+59.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | +6.5% | -10.6% | +17.0% | +7.5% |
| 30D | -12.0% | -7.7% | -4.3% | -11.5% |
| 3M | +4.4% | -27.1% | +31.5% | +7.9% |
| 6M | +15.7% | -46.8% | +62.5% | +21.2% |
| YTD | +28.2% | -49.2% | +77.5% | +36.1% |
| 1Y | +14.8% | -44.9% | +59.7% | +18.5% |
| All | +14.8% | -44.5% | +59.3% | +18.5% |
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 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