+143.3%
DELL vs IONS
-44.5%
+187.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.7% | -8.2% | -8.8% |
| 7D | -24.6% | -10.6% | -14.0% | -23.7% |
| 30D | -32.5% | -7.7% | -24.8% | -31.9% |
| 3M | -20.2% | -27.1% | +6.9% | -18.2% |
| 6M | +76.5% | -46.8% | +123.3% | +76.5% |
| YTD | +198.9% | -49.2% | +248.2% | +204.9% |
| 1Y | +143.3% | -44.9% | +188.2% | +138.2% |
| All | +143.3% | -44.5% | +187.9% | +138.2% |
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