+40.7%
DGX vs IONS
-60.0%
+100.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | -0.2% |
| 7D | +1.6% | -26.3% | +27.8% | +2.3% |
| 30D | +11.2% | -31.9% | +43.2% | +12.4% |
| 3M | +10.4% | -48.0% | +58.4% | +13.3% |
| 6M | +37.1% | -62.6% | +99.6% | +41.9% |
| YTD | +52.1% | -63.3% | +115.4% | +57.0% |
| 1Y | +40.7% | -58.4% | +99.1% | +41.2% |
| All | +40.7% | -60.0% | +100.7% | +41.2% |
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