+11.4%
DBX vs IONS
-7.3%
+18.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.6% | -3.0% |
| 7D | -1.3% | -5.3% | +4.0% | -1.6% |
| 30D | -2.9% | +0.3% | -3.1% | -2.9% |
| 3M | +23.8% | -22.9% | +46.7% | +22.7% |
| 6M | +26.2% | -23.4% | +49.6% | +24.7% |
| YTD | +21.6% | -28.3% | +49.9% | +20.1% |
| 1Y | +11.4% | -7.0% | +18.5% | +4.6% |
| All | +11.4% | -7.3% | +18.8% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling