+125.6%
DAL vs IONS
-27.6%
+153.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.1% | +9.5% | +2.2% |
| 7D | +10.7% | -30.3% | +41.0% | +17.9% |
| 30D | +12.5% | -37.7% | +50.3% | +22.5% |
| 3M | +3.6% | -50.5% | +54.1% | +18.0% |
| 6M | +26.7% | -62.8% | +89.5% | +51.2% |
| YTD | +34.3% | -64.4% | +98.6% | +61.5% |
| 1Y | +59.1% | -59.5% | +118.6% | +86.1% |
| 3Y | +179.9% | -39.2% | +219.1% | +186.9% |
| 5Y | +119.1% | -15.3% | +134.5% | +103.7% |
| 10Y | +125.6% | -31.2% | +156.8% | +113.3% |
| All | +125.6% | -27.6% | +153.3% | +113.3% |
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 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