+17,451.9%
COR vs IONS
+776.8%
+16,675.0%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | +2.8% | -4.8% | +7.6% | +3.2% |
| 30D | +4.5% | +7.2% | -2.7% | +3.8% |
| 3M | +22.7% | -22.7% | +45.3% | +24.9% |
| 6M | -9.7% | -26.9% | +17.2% | -7.8% |
| YTD | -1.4% | -26.6% | +25.1% | +0.6% |
| 1Y | +13.9% | -2.1% | +16.1% | +13.3% |
| 3Y | +94.0% | +43.4% | +50.5% | +83.2% |
| 5Y | +184.0% | +47.0% | +137.0% | +163.7% |
| 10Y | +406.8% | +97.2% | +309.6% | +346.8% |
| All | +17,451.9% | +776.8% | +16,675.0% | +10,499.1% |
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