+98.3%
CRS vs IONS
-2.1%
+100.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.7% | +1.7% |
| 7D | -0.2% | -4.8% | +4.6% | +0.5% |
| 30D | -16.6% | +7.2% | -23.8% | -17.7% |
| 3M | -3.5% | -22.7% | +19.2% | -2.9% |
| 6M | +15.4% | -26.9% | +42.3% | +17.0% |
| YTD | +51.2% | -26.6% | +77.8% | +53.6% |
| 1Y | +98.3% | -2.1% | +100.4% | +104.1% |
| All | +98.3% | -2.1% | +100.4% | +104.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling