+238.6%
IONS vs CNI
+6,544.5%
-6,305.9%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -5.3% | +2.5% | -7.8% | -6.5% |
| 30D | +0.3% | -2.5% | +2.8% | +1.4% |
| 3M | -22.9% | +2.7% | -25.6% | -24.3% |
| 6M | -23.4% | +16.9% | -40.4% | -29.9% |
| YTD | -28.3% | +26.3% | -54.6% | -37.0% |
| 1Y | -7.0% | +31.1% | -38.1% | -20.1% |
| 3Y | +37.6% | +21.1% | +16.5% | +21.3% |
| 5Y | +53.4% | +11.0% | +42.4% | +38.3% |
| 10Y | +83.9% | +128.1% | -44.2% | +10.5% |
| All | +238.6% | +6,544.5% | -6,305.9% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CNI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling