+9.9%
CNP vs IONS
-7.3%
+17.3%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.2% |
| 7D | +1.6% | -5.3% | +6.9% | +1.9% |
| 30D | -0.8% | +0.3% | -1.1% | -0.9% |
| 3M | -3.6% | -22.9% | +19.3% | -2.2% |
| 6M | -6.9% | -23.4% | +16.5% | -5.7% |
| YTD | +6.4% | -28.3% | +34.7% | +7.6% |
| 1Y | +9.9% | -7.0% | +17.0% | +8.2% |
| All | +9.9% | -7.3% | +17.3% | +8.2% |
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 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