+94.1%
CRH vs IONS
+50.3%
+43.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.6% | +1.4% |
| 7D | -6.1% | -6.7% | +0.6% | -5.1% |
| 30D | -9.3% | -4.1% | -5.2% | -8.7% |
| 3M | -15.2% | -26.6% | +11.4% | -12.2% |
| 6M | -14.2% | -27.5% | +13.3% | -11.1% |
| YTD | -28.3% | -31.5% | +3.2% | -25.0% |
| 1Y | -21.8% | -15.3% | -6.4% | -20.9% |
| 3Y | +71.6% | +31.3% | +40.3% | +55.2% |
| All | +94.1% | +50.3% | +43.8% | +66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling