+230.8%
CORZ vs IONS
-25.1%
+256.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -3.4% | -7.5% | -9.9% |
| 7D | -21.1% | -12.6% | -8.5% | -18.1% |
| 30D | -31.8% | -11.8% | -20.0% | -29.3% |
| 3M | -47.7% | -28.4% | -19.3% | -43.1% |
| 6M | -48.7% | -48.4% | -0.3% | -40.5% |
| YTD | -21.8% | -51.0% | +29.1% | -8.2% |
| 1Y | -47.8% | -48.0% | +0.2% | -39.7% |
| All | +230.8% | -25.1% | +256.0% | +224.8% |
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