-99.6%
CYCU vs IONS
+81.6%
-181.1%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.5% | -0.6% |
| 7D | +12.5% | -5.3% | +17.8% | +12.9% |
| 30D | -28.2% | +0.3% | -28.5% | -28.4% |
| 3M | -47.8% | -22.9% | -24.9% | -44.3% |
| 6M | -72.9% | -23.4% | -49.5% | -71.1% |
| YTD | -84.1% | -28.3% | -55.8% | -82.6% |
| 1Y | -91.9% | -7.0% | -84.8% | -92.0% |
| All | -99.6% | +81.6% | -181.1% | -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 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