+17,081.9%
DE vs IONS
+154.0%
+16,927.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.7% | -1.6% |
| 7D | +2.3% | -29.6% | +31.9% | +5.1% |
| 30D | +4.4% | -35.6% | +40.0% | +8.0% |
| 3M | +9.8% | -51.7% | +61.5% | +16.2% |
| 6M | +15.8% | -64.0% | +79.8% | +25.2% |
| YTD | +47.0% | -65.5% | +112.4% | +59.4% |
| 1Y | +42.8% | -62.4% | +105.2% | +53.7% |
| 3Y | +88.9% | -41.1% | +130.0% | +92.5% |
| 5Y | +101.9% | -16.5% | +118.3% | +96.9% |
| 10Y | +767.5% | -35.8% | +803.3% | +742.6% |
| All | +17,081.9% | +154.0% | +16,927.9% | +12,743.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling