+9.9%
DBX vs IONS
+55.3%
-45.4%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.4% | -2.4% |
| 7D | -2.4% | -4.8% | +2.4% | -1.8% |
| 30D | -0.5% | +7.2% | -7.7% | -1.7% |
| 3M | +28.1% | -22.7% | +50.7% | +31.6% |
| 6M | +33.1% | -26.9% | +60.0% | +37.7% |
| YTD | +25.3% | -26.6% | +51.9% | +29.3% |
| 1Y | +18.3% | -2.1% | +20.5% | +15.6% |
| 3Y | +25.0% | +43.4% | -18.4% | +7.3% |
| All | +9.9% | +55.3% | -45.4% | -11.5% |
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 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