+32.2%
DD vs IONS
-59.8%
+92.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -9.1% | +10.2% | +1.4% |
| 7D | +2.2% | -30.3% | +32.5% | +3.4% |
| 30D | +20.7% | -37.7% | +58.4% | +23.4% |
| 3M | +11.3% | -50.5% | +61.8% | +16.9% |
| 6M | +6.0% | -62.8% | +68.7% | +14.2% |
| YTD | +31.7% | -64.4% | +96.1% | +43.8% |
| 1Y | +32.2% | -59.5% | +91.7% | +41.1% |
| All | +32.2% | -59.8% | +92.0% | +41.1% |
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 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