-5.1%
DASH vs IONS
-20.7%
+15.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.4% | -6.0% | -8.5% |
| 7D | +0.5% | -12.6% | +13.1% | +3.9% |
| 30D | -7.1% | -11.8% | +4.7% | -4.2% |
| 3M | -13.2% | -28.4% | +15.2% | -6.0% |
| 6M | +8.3% | -48.4% | +56.7% | +25.5% |
| YTD | -20.6% | -51.0% | +30.4% | -7.1% |
| 1Y | -24.4% | -48.0% | +23.6% | -13.1% |
| 3Y | +94.5% | -17.8% | +112.3% | +83.3% |
| 5Y | -9.4% | +15.2% | -24.6% | -28.8% |
| All | -5.1% | -20.7% | +15.6% | -31.1% |
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