+420.1%
CORZ vs IONS
+12.1%
+408.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | +8.4% | -4.8% | +13.2% | +9.7% |
| 30D | -17.8% | +7.2% | -25.0% | -19.5% |
| 3M | -35.9% | -22.7% | -13.2% | -33.1% |
| 6M | +12.9% | -26.9% | +39.8% | +19.7% |
| YTD | +22.9% | -26.6% | +49.4% | +29.8% |
| 1Y | +31.4% | -2.1% | +33.5% | +26.8% |
| All | +420.1% | +12.1% | +408.0% | +359.3% |
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