+179.9%
DAL vs IONS
-40.7%
+220.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.1% | +9.5% | +1.7% |
| 7D | +10.7% | -30.3% | +41.0% | +16.0% |
| 30D | +12.5% | -37.7% | +50.3% | +20.1% |
| 3M | +3.6% | -50.5% | +54.1% | +14.7% |
| 6M | +26.7% | -62.8% | +89.5% | +45.4% |
| YTD | +34.3% | -64.4% | +98.6% | +55.2% |
| 1Y | +59.1% | -59.5% | +118.6% | +79.6% |
| 3Y | +179.9% | -39.2% | +219.1% | +169.7% |
| All | +179.9% | -40.7% | +220.6% | +169.7% |
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