-58.4%
CSGP vs IONS
-17.7%
-40.7%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.7% | -1.3% |
| 7D | +13.9% | -12.6% | +26.5% | +15.3% |
| 30D | +16.0% | -11.8% | +27.8% | +17.2% |
| 3M | +6.1% | -28.4% | +34.5% | +9.5% |
| 6M | -8.2% | -48.4% | +40.3% | -2.2% |
| YTD | -52.3% | -51.0% | -1.4% | -49.0% |
| 1Y | -54.5% | -48.0% | -6.5% | -51.7% |
| All | -58.4% | -17.7% | -40.7% | -61.0% |
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