+1,106.2%
DELL vs IONS
+52.5%
+1,053.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.4% |
| 7D | +8.7% | -8.7% | +17.4% | +9.9% |
| 30D | +16.9% | -1.6% | +18.5% | +17.1% |
| 3M | +40.4% | -24.9% | +65.3% | +43.7% |
| 6M | +267.1% | -25.7% | +292.7% | +275.4% |
| YTD | +329.1% | -29.2% | +358.3% | +341.9% |
| 1Y | +346.9% | -13.0% | +359.9% | +347.1% |
| 3Y | +696.6% | +35.9% | +660.7% | +618.0% |
| 5Y | +1,106.2% | +54.5% | +1,051.7% | +953.7% |
| All | +1,106.2% | +52.5% | +1,053.7% | +953.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling