+73.3%
CSGP vs IONS
+15.4%
+57.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.7% | -1.0% |
| 7D | +13.9% | -12.6% | +26.5% | +16.6% |
| 30D | +16.0% | -11.8% | +27.8% | +18.4% |
| 3M | +6.1% | -28.4% | +34.5% | +12.2% |
| 6M | -8.2% | -48.4% | +40.3% | +2.4% |
| YTD | -52.3% | -51.0% | -1.4% | -46.5% |
| 1Y | -54.5% | -48.0% | -6.5% | -49.6% |
| 3Y | -58.6% | -17.8% | -40.8% | -59.9% |
| 5Y | -61.5% | +15.2% | -76.7% | -66.2% |
| All | +73.3% | +15.4% | +57.9% | +45.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling