+20.0%
DG vs IONS
-7.3%
+27.3%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.4% | -1.6% | -3.9% |
| 7D | -2.5% | -5.3% | +2.8% | -2.2% |
| 30D | +1.0% | +0.3% | +0.7% | +1.0% |
| 3M | +20.3% | -22.9% | +43.2% | +20.6% |
| 6M | -11.7% | -23.4% | +11.7% | -11.6% |
| YTD | -2.3% | -28.3% | +26.0% | -1.6% |
| 1Y | +20.0% | -7.0% | +27.0% | +18.3% |
| All | +20.0% | -7.3% | +27.3% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling