+6,367.5%
CHD vs IONS
+440.4%
+5,927.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | -2.7% | -4.8% | +2.2% | -2.5% |
| 30D | -4.6% | +7.2% | -11.8% | -4.9% |
| 3M | +5.0% | -22.7% | +27.7% | +6.0% |
| 6M | -3.2% | -26.9% | +23.7% | -2.1% |
| YTD | +18.6% | -26.6% | +45.2% | +20.0% |
| 1Y | +4.8% | -2.1% | +6.9% | +4.6% |
| 3Y | +6.1% | +43.4% | -37.3% | +3.0% |
| 5Y | +24.0% | +47.0% | -23.0% | +19.3% |
| 10Y | +124.5% | +97.2% | +27.3% | +108.4% |
| All | +6,367.5% | +440.4% | +5,927.2% | +4,999.6% |
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