+52.5%
DAL vs IONS
-47.1%
+99.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +1.9% |
| 7D | +8.8% | -9.4% | +18.2% | +10.4% |
| 30D | +5.4% | -10.7% | +16.1% | +7.2% |
| 3M | -4.9% | -27.7% | +22.7% | -0.5% |
| 6M | +19.8% | -48.7% | +68.5% | +27.5% |
| YTD | +27.0% | -50.2% | +77.2% | +36.5% |
| 1Y | +52.5% | -46.8% | +99.3% | +61.0% |
| All | +52.5% | -47.1% | +99.6% | +61.0% |
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