+495.4%
ICHR price history and return analytics
+218.9%
+276.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +4.3% |
| 7D | +12.4% | +1.0% | +11.4% | +9.9% |
| 30D | -14.9% | -0.2% | -14.6% | -14.2% |
| 3M | -12.9% | +4.5% | -17.4% | -18.7% |
| 6M | +45.4% | +14.1% | +31.3% | +15.1% |
| YTD | +215.6% | +14.8% | +200.9% | +150.3% |
| 1Y | +247.1% | +21.2% | +225.9% | +154.3% |
| 3Y | +80.9% | +76.6% | +4.3% | -31.8% |
| 5Y | +31.7% | +66.6% | -34.9% | -39.8% |
| All | +495.4% | +218.9% | +276.5% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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