+246.7%
CB vs IONS
-27.6%
+274.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -9.1% | +10.6% | +2.3% |
| 7D | +0.7% | -30.3% | +31.0% | +3.5% |
| 30D | +8.2% | -37.7% | +45.9% | +12.2% |
| 3M | +6.3% | -50.5% | +56.8% | +12.3% |
| 6M | +16.2% | -62.8% | +79.0% | +25.4% |
| YTD | +19.3% | -64.4% | +83.7% | +29.1% |
| 1Y | +29.2% | -59.5% | +88.7% | +38.1% |
| 3Y | +71.4% | -39.2% | +110.6% | +72.8% |
| 5Y | +104.2% | -15.3% | +119.6% | +93.5% |
| 10Y | +246.7% | -31.2% | +277.8% | +240.5% |
| All | +246.7% | -27.6% | +274.3% | +240.5% |
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