-8.5%
CHWY vs IONS
+31.9%
-40.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.6% | -0.4% | -2.8% |
| 7D | -13.6% | -6.7% | -6.9% | -13.1% |
| 30D | -8.5% | -4.1% | -4.4% | -8.2% |
| 3M | +8.9% | -26.6% | +35.5% | +11.2% |
| 6M | -20.5% | -27.5% | +7.1% | -18.7% |
| YTD | -38.2% | -31.5% | -6.7% | -36.5% |
| 1Y | -43.3% | -15.3% | -27.9% | -42.9% |
| 3Y | -8.5% | +31.3% | -39.8% | -10.3% |
| All | -8.5% | +31.9% | -40.4% | -10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling