+98.5%
DAL vs IONS
+43.7%
+54.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | +0.1% | -4.8% | +5.0% | +0.9% |
| 30D | -13.9% | +7.2% | -21.1% | -15.0% |
| 3M | +1.1% | -22.7% | +23.8% | +4.1% |
| 6M | +26.2% | -26.9% | +53.1% | +31.4% |
| YTD | +16.4% | -26.6% | +43.0% | +20.9% |
| 1Y | +33.9% | -2.1% | +36.0% | +31.9% |
| All | +98.5% | +43.7% | +54.8% | +75.0% |
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 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