+6,920.8%
DECK vs IONS
+583.4%
+6,337.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.6% | +1.6% |
| 7D | -2.2% | -4.8% | +2.6% | -1.7% |
| 30D | -13.6% | +7.2% | -20.8% | -14.3% |
| 3M | -21.2% | -22.7% | +1.4% | -19.6% |
| 6M | -21.1% | -26.9% | +5.8% | -19.0% |
| YTD | -17.2% | -26.6% | +9.3% | -15.2% |
| 1Y | -30.7% | -2.1% | -28.6% | -31.2% |
| 3Y | -3.4% | +43.4% | -46.8% | -9.5% |
| 5Y | +25.5% | +47.0% | -21.4% | +15.8% |
| 10Y | +714.7% | +97.2% | +617.5% | +602.9% |
| All | +6,920.8% | +583.4% | +6,337.4% | +4,908.8% |
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