+4,681.2%
DELL vs IONS
+70.4%
+4,610.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +14.9% | -4.8% | +19.7% | +15.7% |
| 30D | +13.3% | +7.2% | +6.1% | +12.0% |
| 3M | +24.4% | -22.7% | +47.1% | +27.9% |
| 6M | +258.0% | -26.9% | +284.9% | +270.7% |
| YTD | +320.2% | -26.6% | +346.8% | +334.8% |
| 1Y | +319.1% | -2.1% | +321.2% | +313.2% |
| 3Y | +706.5% | +43.4% | +663.1% | +620.2% |
| 5Y | +1,071.9% | +47.0% | +1,024.9% | +916.7% |
| 10Y | +4,683.5% | +97.2% | +4,586.3% | +3,992.4% |
| All | +4,681.2% | +70.4% | +4,610.8% | +4,153.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling