-64.8%
CSGP vs IONS
+47.7%
-112.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.4% | -2.4% |
| 7D | -4.1% | -4.8% | +0.8% | -3.3% |
| 30D | +2.3% | +7.2% | -4.9% | +1.0% |
| 3M | -8.2% | -22.7% | +14.5% | -4.9% |
| 6M | -35.1% | -26.9% | -8.2% | -32.2% |
| YTD | -54.0% | -26.6% | -27.5% | -52.1% |
| 1Y | -65.3% | -2.1% | -63.2% | -65.9% |
| 3Y | -62.6% | +43.4% | -106.0% | -67.7% |
| All | -64.8% | +47.7% | -112.5% | -71.7% |
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