+7.2%
DECK vs IONS
-46.2%
+53.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.8% | -1.3% |
| 7D | +6.0% | -12.6% | +18.6% | +7.2% |
| 30D | +7.4% | -11.8% | +19.3% | +8.5% |
| 3M | -11.7% | -28.4% | +16.7% | -9.5% |
| 6M | -11.0% | -48.4% | +37.5% | -8.4% |
| YTD | -15.4% | -51.0% | +35.6% | -12.5% |
| 1Y | +7.2% | -48.0% | +55.3% | +7.9% |
| All | +7.2% | -46.2% | +53.5% | +7.9% |
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 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