+100.2%
DAL vs IONS
+13.2%
+87.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.4% | -1.0% | -3.6% |
| 7D | +4.6% | -12.6% | +17.1% | +7.6% |
| 30D | +2.3% | -11.8% | +14.1% | +5.0% |
| 3M | -8.1% | -28.4% | +20.3% | -1.6% |
| 6M | +21.4% | -48.4% | +69.9% | +37.8% |
| YTD | +24.3% | -51.0% | +75.3% | +42.5% |
| 1Y | +47.4% | -48.0% | +95.4% | +66.5% |
| 3Y | +164.6% | -17.8% | +182.4% | +152.5% |
| 5Y | +100.2% | +15.2% | +85.1% | +80.2% |
| All | +100.2% | +13.2% | +87.1% | +80.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling