+7,262.2%
CB vs IONS
+546.7%
+6,715.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | -0.4% |
| 7D | +2.6% | -12.6% | +15.2% | +3.8% |
| 30D | +11.2% | -11.8% | +23.0% | +12.3% |
| 3M | +5.7% | -28.4% | +34.1% | +8.6% |
| 6M | +15.9% | -48.4% | +64.4% | +22.1% |
| YTD | +20.2% | -51.0% | +71.1% | +26.9% |
| 1Y | +32.4% | -48.0% | +80.4% | +39.0% |
| 3Y | +75.5% | -17.8% | +93.3% | +73.6% |
| 5Y | +105.5% | +15.2% | +90.3% | +94.0% |
| 10Y | +258.5% | +43.0% | +215.5% | +218.9% |
| All | +7,262.2% | +546.7% | +6,715.5% | +4,455.7% |
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