+106.3%
CNH vs IONS
-27.6%
+133.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -9.1% | +4.7% | -2.8% |
| 7D | +4.5% | -30.3% | +34.8% | +10.3% |
| 30D | +7.6% | -37.7% | +45.4% | +15.8% |
| 3M | +17.0% | -50.5% | +67.5% | +30.9% |
| 6M | +12.9% | -62.8% | +75.7% | +32.0% |
| YTD | +34.3% | -64.4% | +98.6% | +58.1% |
| 1Y | +28.5% | -59.5% | +88.0% | +47.4% |
| 3Y | +31.9% | -39.2% | +71.0% | +34.0% |
| 5Y | -9.6% | -15.3% | +5.7% | -17.9% |
| 10Y | +106.3% | -31.2% | +137.4% | +93.8% |
| All | +106.3% | -27.6% | +133.9% | +93.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling