+34,247.0%
CTSH vs IONS
+379.1%
+33,867.9%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.6% |
| 7D | -2.7% | -4.8% | +2.1% | -2.0% |
| 30D | +12.4% | +7.2% | +5.2% | +11.0% |
| 3M | +17.4% | -22.7% | +40.1% | +21.0% |
| 6M | -3.1% | -26.9% | +23.8% | +0.6% |
| YTD | -23.6% | -26.6% | +3.0% | -20.8% |
| 1Y | -10.8% | -2.1% | -8.7% | -12.0% |
| 3Y | -8.3% | +43.4% | -51.7% | -17.8% |
| 5Y | -11.3% | +47.0% | -58.3% | -22.8% |
| 10Y | +22.6% | +97.2% | -74.6% | -5.0% |
| All | +34,247.0% | +379.1% | +33,867.9% | +15,166.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling