+375.1%
DDOG vs IONS
-55.5%
+430.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.1% | +8.4% | +1.9% |
| 7D | -19.1% | -30.3% | +11.2% | -11.1% |
| 30D | -39.2% | -37.7% | -1.4% | -30.9% |
| 3M | -31.6% | -50.5% | +18.9% | -17.6% |
| 6M | -10.9% | -62.8% | +51.9% | +14.5% |
| YTD | +31.2% | -64.4% | +95.6% | +69.7% |
| 1Y | -10.7% | -59.5% | +48.8% | +10.4% |
| 3Y | +72.1% | -39.2% | +111.3% | +71.2% |
| 5Y | -5.5% | -15.3% | +9.8% | -21.8% |
| All | +375.1% | -55.5% | +430.6% | +391.1% |
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 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