+269.8%
CORZ vs IONS
-40.2%
+310.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -21.4% | +29.5% | +13.0% |
| 7D | +1.7% | -24.8% | +26.5% | +7.6% |
| 30D | -17.5% | -31.5% | +14.1% | -10.3% |
| 3M | -39.5% | -45.2% | +5.7% | -30.6% |
| 6M | -44.5% | -59.1% | +14.6% | -32.9% |
| YTD | -12.6% | -60.8% | +48.2% | +6.7% |
| 1Y | -37.0% | -57.9% | +20.9% | -24.7% |
| All | +269.8% | -40.2% | +310.0% | +277.7% |
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