+2,876.0%
DELL vs IONS
-36.2%
+2,912.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +2.9% | -0.1% |
| 7D | +17.1% | -29.6% | +46.7% | +23.0% |
| 30D | -35.1% | -35.6% | +0.5% | -30.8% |
| 3M | -23.3% | -51.7% | +28.4% | -14.5% |
| 6M | +55.8% | -64.0% | +119.8% | +80.0% |
| YTD | +198.0% | -65.5% | +263.4% | +246.2% |
| 1Y | +166.6% | -62.4% | +229.0% | +205.0% |
| 3Y | +427.6% | -41.1% | +468.7% | +438.2% |
| 5Y | +630.6% | -16.5% | +647.1% | +577.8% |
| All | +2,876.0% | -36.2% | +2,912.2% | +2,751.4% |
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