+391.2%
DDOG vs IONS
-56.8%
+448.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.6% | +1.1% |
| 7D | +5.6% | -29.6% | +35.3% | +15.6% |
| 30D | -34.9% | -35.6% | +0.7% | -26.8% |
| 3M | -23.4% | -51.7% | +28.3% | -7.1% |
| 6M | -7.7% | -64.0% | +56.2% | +19.6% |
| YTD | +35.6% | -65.5% | +101.1% | +77.0% |
| 1Y | -3.4% | -62.4% | +59.1% | +22.3% |
| 3Y | +78.0% | -41.1% | +119.1% | +78.6% |
| 5Y | -4.4% | -16.5% | +12.0% | -20.7% |
| All | +391.2% | -56.8% | +448.1% | +412.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling