+21.8%
DG vs IONS
-36.9%
+58.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.4% | -6.8% | -0.6% |
| 7D | +0.3% | -26.3% | +26.6% | +1.5% |
| 30D | +3.2% | -31.9% | +35.2% | +5.0% |
| 3M | +10.4% | -48.0% | +58.4% | +13.8% |
| 6M | +33.2% | -62.6% | +95.7% | +39.2% |
| YTD | +3.0% | -63.3% | +66.2% | +7.7% |
| 1Y | +31.2% | -58.4% | +89.6% | +36.2% |
| 3Y | +21.8% | -38.2% | +60.0% | +19.4% |
| All | +21.8% | -36.9% | +58.7% | +19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling