+5,587.9%
CNQ vs IONS
+378.7%
+5,209.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | -0.7% | -4.3% | +3.6% | -0.1% |
| 30D | +6.7% | +0.4% | +6.3% | +6.6% |
| 3M | +12.8% | -24.1% | +36.9% | +15.9% |
| 6M | +13.3% | -26.4% | +39.8% | +16.6% |
| YTD | +53.1% | -29.7% | +82.7% | +58.2% |
| 1Y | +66.1% | -13.0% | +79.1% | +66.8% |
| 3Y | +75.4% | +35.0% | +40.4% | +62.4% |
| 5Y | +288.1% | +54.2% | +233.9% | +246.1% |
| 10Y | +423.6% | +91.8% | +331.8% | +336.8% |
| All | +5,587.9% | +378.7% | +5,209.2% | +3,511.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling