+32.9%
CVS vs IONS
-13.5%
+46.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | -2.0% | -4.3% | +2.3% | -1.6% |
| 30D | +1.9% | +0.4% | +1.5% | +1.7% |
| 3M | -2.2% | -24.1% | +21.9% | -0.4% |
| 6M | +26.7% | -26.4% | +53.2% | +29.6% |
| YTD | +22.9% | -29.7% | +52.5% | +25.5% |
| 1Y | +32.9% | -13.0% | +46.0% | +27.1% |
| All | +32.9% | -13.5% | +46.4% | +27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling