+820.2%
CTAS vs IONS
-29.6%
+849.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.8% |
| 7D | -0.8% | -29.4% | +28.7% | +3.4% |
| 30D | +10.7% | -35.1% | +45.9% | +16.5% |
| 3M | +11.0% | -48.9% | +59.9% | +20.3% |
| 6M | +38.7% | -62.4% | +101.2% | +55.8% |
| YTD | +21.8% | -64.2% | +85.9% | +37.3% |
| 1Y | +23.6% | -60.9% | +84.5% | +37.4% |
| 3Y | +74.9% | -38.9% | +113.8% | +76.4% |
| 5Y | +119.5% | -15.6% | +135.0% | +102.6% |
| 10Y | +820.2% | -33.5% | +853.7% | +788.0% |
| All | +820.2% | -29.6% | +849.8% | +788.0% |
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 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