+56.7%
CNP vs IONS
+43.7%
+13.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +1.1% | -4.8% | +5.9% | +1.3% |
| 30D | -1.8% | +7.2% | -9.0% | -2.1% |
| 3M | -4.6% | -22.7% | +18.0% | -3.9% |
| 6M | -8.8% | -26.9% | +18.0% | -8.0% |
| YTD | +5.2% | -26.6% | +31.8% | +6.1% |
| 1Y | +8.3% | -2.1% | +10.4% | +8.2% |
| All | +56.7% | +43.7% | +13.0% | +55.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling