-30.7%
CHWY vs IONS
-44.5%
+13.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.2% |
| 7D | +13.4% | -10.6% | +24.0% | +14.0% |
| 30D | +28.4% | -7.7% | +36.1% | +28.8% |
| 3M | -2.9% | -27.1% | +24.2% | -1.1% |
| 6M | -4.7% | -46.8% | +42.1% | -2.6% |
| YTD | -29.2% | -49.2% | +20.0% | -27.9% |
| 1Y | -30.7% | -44.9% | +14.2% | -29.7% |
| All | -30.7% | -44.5% | +13.8% | -29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling