+62.8%
CNQ vs IONS
-44.5%
+107.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.7% | -6.7% | -7.4% |
| 7D | -9.4% | -10.6% | +1.1% | -9.7% |
| 30D | +2.8% | -7.7% | +10.5% | +2.5% |
| 3M | +8.5% | -27.1% | +35.6% | +7.5% |
| 6M | +6.4% | -46.8% | +53.2% | +6.1% |
| YTD | +50.9% | -49.2% | +100.2% | +51.4% |
| 1Y | +62.8% | -44.9% | +107.7% | +63.5% |
| All | +62.8% | -44.5% | +107.4% | +63.5% |
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