+78.8%
CNQ vs IONS
+31.9%
+47.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.4% |
| 7D | +0.1% | -6.7% | +6.8% | +0.4% |
| 30D | +6.2% | -4.1% | +10.3% | +6.4% |
| 3M | +12.4% | -26.6% | +38.9% | +13.9% |
| 6M | +9.0% | -27.5% | +36.5% | +10.5% |
| YTD | +52.2% | -31.5% | +83.7% | +54.8% |
| 1Y | +65.0% | -15.3% | +80.4% | +64.9% |
| 3Y | +78.8% | +31.3% | +47.5% | +62.9% |
| All | +78.8% | +31.9% | +47.0% | +62.9% |
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