+153.0%
DASH vs IONS
+43.7%
+109.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.1% | -4.6% | -4.6% |
| 7D | -10.6% | -4.8% | -5.7% | -10.2% |
| 30D | +2.2% | +7.2% | -5.0% | +1.5% |
| 3M | +32.3% | -22.7% | +55.0% | +34.6% |
| 6M | +19.1% | -26.9% | +46.0% | +21.8% |
| YTD | -6.5% | -26.6% | +20.1% | -4.6% |
| 1Y | -14.9% | -2.1% | -12.8% | -15.6% |
| All | +153.0% | +43.7% | +109.3% | +132.6% |
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