+7,315.8%
CHD vs IONS
+170.3%
+7,145.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.4% | -5.3% | +0.9% |
| 7D | +3.4% | -26.3% | +29.6% | +4.6% |
| 30D | +10.1% | -31.9% | +42.0% | +11.8% |
| 3M | +11.9% | -48.0% | +59.9% | +14.9% |
| 6M | +19.6% | -62.6% | +82.1% | +24.4% |
| YTD | +36.0% | -63.3% | +99.3% | +41.5% |
| 1Y | +34.8% | -58.4% | +93.1% | +39.4% |
| 3Y | +28.8% | -38.2% | +67.1% | +29.7% |
| 5Y | +33.0% | -11.1% | +44.1% | +30.7% |
| 10Y | +194.2% | -31.7% | +226.0% | +186.5% |
| All | +7,315.8% | +170.3% | +7,145.5% | +5,916.4% |
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