+18.3%
CVS vs IONS
-59.8%
+78.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -9.1% | +13.5% | +4.8% |
| 7D | -2.6% | -30.3% | +27.6% | -0.7% |
| 30D | +4.0% | -37.7% | +41.8% | +7.2% |
| 3M | -6.3% | -50.5% | +44.2% | -1.6% |
| 6M | -0.4% | -62.8% | +62.4% | +6.8% |
| YTD | +15.6% | -64.4% | +80.0% | +23.2% |
| 1Y | +18.3% | -59.5% | +77.8% | +21.7% |
| All | +18.3% | -59.8% | +78.1% | +21.7% |
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