+6,646.7%
CB vs IONS
+868.2%
+5,778.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | +0.5% | -4.8% | +5.3% | +0.9% |
| 30D | -3.1% | +7.2% | -10.3% | -3.8% |
| 3M | +9.0% | -22.7% | +31.6% | +11.0% |
| 6M | +2.9% | -26.9% | +29.7% | +5.2% |
| YTD | +10.1% | -26.6% | +36.7% | +12.5% |
| 1Y | +22.8% | -2.1% | +24.9% | +22.0% |
| 3Y | +73.8% | +43.4% | +30.4% | +63.6% |
| 5Y | +99.2% | +47.0% | +52.2% | +84.2% |
| 10Y | +218.2% | +97.2% | +121.0% | +175.1% |
| All | +6,646.7% | +868.2% | +5,778.5% | +3,936.1% |
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