+111.8%
DG vs IONS
-27.6%
+139.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.1% | +9.5% | +1.1% |
| 7D | +5.2% | -30.3% | +35.5% | +7.8% |
| 30D | +7.9% | -37.7% | +45.7% | +11.5% |
| 3M | +12.7% | -50.5% | +63.2% | +18.4% |
| 6M | +22.4% | -62.8% | +85.2% | +30.9% |
| YTD | +5.4% | -64.4% | +69.8% | +13.0% |
| 1Y | +39.4% | -59.5% | +98.9% | +47.8% |
| 3Y | +24.1% | -39.2% | +63.3% | +25.5% |
| 5Y | -32.2% | -15.3% | -16.8% | -34.4% |
| 10Y | +111.8% | -31.2% | +143.0% | +95.8% |
| All | +111.8% | -27.6% | +139.4% | +95.8% |
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 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