+316.4%
CHTR vs IONS
+395.3%
-78.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.7% | -3.8% |
| 7D | -0.3% | -5.3% | +5.0% | +0.3% |
| 30D | -4.5% | +0.3% | -4.7% | -4.5% |
| 3M | +10.2% | -22.9% | +33.1% | +12.8% |
| 6M | -37.2% | -23.4% | -13.8% | -35.8% |
| YTD | -30.2% | -28.3% | -1.9% | -28.1% |
| 1Y | -44.8% | -7.0% | -37.7% | -44.9% |
| 3Y | -65.5% | +37.6% | -103.1% | -67.9% |
| 5Y | -81.8% | +53.4% | -135.2% | -83.5% |
| 10Y | -45.8% | +83.9% | -129.7% | -53.6% |
| All | +316.4% | +395.3% | -78.9% | +151.9% |
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