+57.2%
CVS vs IONS
-27.6%
+84.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -9.1% | +13.5% | +5.4% |
| 7D | -2.6% | -30.3% | +27.6% | +1.0% |
| 30D | +4.0% | -37.7% | +41.8% | +9.3% |
| 3M | -6.3% | -50.5% | +44.2% | +0.9% |
| 6M | -0.4% | -62.8% | +62.4% | +10.3% |
| YTD | +15.6% | -64.4% | +80.0% | +28.5% |
| 1Y | +18.3% | -59.5% | +77.8% | +29.4% |
| 3Y | +47.3% | -39.2% | +86.5% | +49.6% |
| 5Y | +13.2% | -15.3% | +28.5% | +6.8% |
| 10Y | +57.2% | -31.2% | +88.3% | +52.9% |
| All | +57.2% | -27.6% | +84.8% | +52.9% |
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 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