+923.3%
DECK vs IONS
+48.7%
+874.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.7% | +6.6% | +6.1% |
| 7D | +10.4% | -10.6% | +20.9% | +12.3% |
| 30D | +11.1% | -7.7% | +18.8% | +12.4% |
| 3M | -10.8% | -27.1% | +16.3% | -6.3% |
| 6M | -8.7% | -46.8% | +38.0% | -0.1% |
| YTD | -14.0% | -49.2% | +35.2% | -5.4% |
| 1Y | +12.0% | -44.9% | +56.9% | +21.5% |
| 3Y | -10.5% | -14.9% | +4.5% | -12.8% |
| 5Y | +28.5% | +15.9% | +12.6% | +15.5% |
| 10Y | +923.3% | +48.0% | +875.3% | +781.9% |
| All | +923.3% | +48.7% | +874.6% | +781.9% |
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