-45.9%
CHTR vs IONS
+87.6%
-133.5%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.6% | +6.3% | +4.0% |
| 7D | -4.1% | -6.7% | +2.6% | -3.2% |
| 30D | -3.0% | -4.1% | +1.1% | -2.4% |
| 3M | +4.8% | -26.6% | +31.3% | +8.2% |
| 6M | -35.0% | -27.5% | -7.5% | -32.9% |
| YTD | -30.2% | -31.5% | +1.3% | -27.3% |
| 1Y | -44.8% | -15.3% | -29.4% | -44.3% |
| 3Y | -66.6% | +31.3% | -97.8% | -69.2% |
| 5Y | -81.5% | +50.2% | -131.7% | -83.6% |
| All | -45.9% | +87.6% | -133.5% | -54.6% |
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 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