+59.1%
DAL vs IONS
-59.8%
+118.9%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.1% | +9.5% | +1.2% |
| 7D | +10.7% | -30.3% | +41.0% | +13.8% |
| 30D | +12.5% | -37.7% | +50.3% | +17.7% |
| 3M | +3.6% | -50.5% | +54.1% | +11.9% |
| 6M | +26.7% | -62.8% | +89.5% | +37.2% |
| YTD | +34.3% | -64.4% | +98.6% | +47.8% |
| 1Y | +59.1% | -59.5% | +118.6% | +69.3% |
| All | +59.1% | -59.8% | +118.9% | +69.3% |
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 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