+105.2%
CTVA vs IONS
+51.6%
+53.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.1% | -2.0% |
| 7D | -2.1% | -5.3% | +3.2% | -1.5% |
| 30D | +12.0% | +0.3% | +11.8% | +12.0% |
| 3M | +13.5% | -22.9% | +36.4% | +16.0% |
| 6M | +12.1% | -23.4% | +35.5% | +14.6% |
| YTD | +29.0% | -28.3% | +57.3% | +32.8% |
| 1Y | +18.9% | -7.0% | +25.9% | +18.7% |
| 3Y | +78.9% | +37.6% | +41.3% | +66.2% |
| 5Y | +105.2% | +53.4% | +51.8% | +85.9% |
| All | +105.2% | +51.6% | +53.7% | +85.9% |
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