-99.7%
CYCU vs IONS
-0.7%
-99.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -21.4% | +24.7% | +5.4% |
| 7D | +5.6% | -24.8% | +30.4% | +8.2% |
| 30D | -16.8% | -31.5% | +14.7% | -13.8% |
| 3M | -49.5% | -45.2% | -4.3% | -46.6% |
| 6M | -64.1% | -59.1% | -5.0% | -59.0% |
| YTD | -88.8% | -60.8% | -28.0% | -87.0% |
| 1Y | -86.9% | -57.9% | -29.1% | -85.3% |
| All | -99.7% | -0.7% | -99.0% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling