+351.3%
DAL vs IONS
+474.0%
-122.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | +0.1% | -4.8% | +5.0% | +1.3% |
| 30D | -13.9% | +7.2% | -21.1% | -15.5% |
| 3M | +1.1% | -22.7% | +23.8% | +5.8% |
| 6M | +26.2% | -26.9% | +53.1% | +34.0% |
| YTD | +16.4% | -26.6% | +43.0% | +23.2% |
| 1Y | +33.9% | -2.1% | +36.0% | +31.7% |
| 3Y | +93.4% | +43.4% | +49.9% | +65.5% |
| 5Y | +106.4% | +47.0% | +59.4% | +70.0% |
| 10Y | +143.0% | +97.2% | +45.8% | +64.5% |
| All | +351.3% | +474.0% | -122.7% | +43.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling