+3,922.7%
DELL vs IONS
+92.6%
+3,830.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.7% | -5.2% |
| 7D | -1.9% | -4.3% | +2.4% | -1.2% |
| 30D | +14.9% | +0.4% | +14.5% | +14.7% |
| 3M | +37.2% | -24.1% | +61.3% | +41.5% |
| 6M | +254.0% | -26.4% | +280.4% | +266.1% |
| YTD | +306.1% | -29.7% | +335.8% | +322.9% |
| 1Y | +312.3% | -13.0% | +325.3% | +314.3% |
| 3Y | +654.0% | +35.0% | +619.0% | +579.9% |
| 5Y | +1,055.3% | +54.2% | +1,001.1% | +893.3% |
| All | +3,922.7% | +92.6% | +3,830.1% | +3,446.4% |
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