+231.7%
CTVA vs IONS
-14.1%
+245.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.8% |
| 7D | +4.9% | -4.8% | +9.8% | +5.8% |
| 30D | +11.9% | +7.2% | +4.7% | +10.5% |
| 3M | +13.7% | -22.7% | +36.3% | +17.7% |
| 6M | +13.1% | -26.9% | +40.0% | +18.1% |
| YTD | +32.0% | -26.6% | +58.5% | +37.5% |
| 1Y | +22.1% | -2.1% | +24.2% | +20.4% |
| 3Y | +77.5% | +43.4% | +34.1% | +55.7% |
| 5Y | +106.3% | +47.0% | +59.3% | +73.5% |
| All | +231.7% | -14.1% | +245.8% | +195.9% |
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 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