-99.6%
CYCU vs IONS
+86.0%
-185.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | -8.1% | -4.8% | -3.2% | -7.7% |
| 30D | -43.0% | +7.2% | -50.2% | -43.6% |
| 3M | -50.8% | -22.7% | -28.2% | -47.3% |
| 6M | -74.1% | -26.9% | -47.2% | -71.8% |
| YTD | -84.0% | -26.6% | -57.4% | -82.5% |
| 1Y | -92.2% | -2.1% | -90.1% | -92.5% |
| All | -99.6% | +86.0% | -185.6% | -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 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