+1,658.0%
CVS vs IONS
+440.4%
+1,217.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +4.0% | -4.8% | +8.8% | +4.3% |
| 30D | -2.4% | +7.2% | -9.6% | -2.9% |
| 3M | +2.7% | -22.7% | +25.3% | +4.1% |
| 6M | +21.9% | -26.9% | +48.8% | +24.0% |
| YTD | +24.7% | -26.6% | +51.3% | +26.8% |
| 1Y | +35.4% | -2.1% | +37.6% | +34.9% |
| 3Y | +65.2% | +43.4% | +21.8% | +58.0% |
| 5Y | +30.5% | +47.0% | -16.4% | +23.4% |
| 10Y | +40.4% | +97.2% | -56.8% | +27.3% |
| All | +1,658.0% | +440.4% | +1,217.6% | +1,199.1% |
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 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