+551.0%
DELL vs IONS
-16.3%
+567.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -9.1% | +5.6% | -2.3% |
| 7D | -18.1% | -30.3% | +12.1% | -14.8% |
| 30D | -42.9% | -37.7% | -5.1% | -39.7% |
| 3M | -26.9% | -50.5% | +23.6% | -20.7% |
| 6M | +28.8% | -62.8% | +91.5% | +42.9% |
| YTD | +168.4% | -64.4% | +232.8% | +199.5% |
| 1Y | +136.8% | -59.5% | +196.3% | +159.3% |
| 3Y | +375.3% | -39.2% | +414.5% | +371.3% |
| 5Y | +551.0% | -15.3% | +566.4% | +509.9% |
| All | +551.0% | -16.3% | +567.3% | +509.9% |
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