+15.6%
CRCL vs IONS
+61.9%
-46.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.4% | -3.4% | -5.9% |
| 7D | +7.5% | -5.3% | +12.8% | +7.0% |
| 30D | +44.3% | +0.3% | +44.0% | +44.2% |
| 3M | +16.5% | -22.9% | +39.4% | +16.1% |
| 6M | -5.6% | -23.4% | +17.8% | -6.2% |
| YTD | +21.3% | -28.3% | +49.6% | +18.6% |
| 1Y | -14.5% | -7.0% | -7.4% | -12.1% |
| All | +15.6% | +61.9% | -46.4% | +67.1% |
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