-99.6%
CYCU vs IONS
+79.4%
-178.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.3% |
| 7D | +14.2% | -8.7% | +22.8% | +15.1% |
| 30D | -33.4% | -1.6% | -31.7% | -33.4% |
| 3M | -44.6% | -24.9% | -19.7% | -40.5% |
| 6M | -73.6% | -25.7% | -48.0% | -71.7% |
| YTD | -84.3% | -29.2% | -55.1% | -82.8% |
| 1Y | -92.9% | -13.0% | -79.9% | -92.9% |
| All | -99.6% | +79.4% | -178.9% | -99.6% |
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