+404.6%
DHI vs IONS
+87.6%
+316.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +2.2% |
| 7D | -3.4% | -6.7% | +3.3% | -2.2% |
| 30D | -5.4% | -4.1% | -1.3% | -4.8% |
| 3M | -10.4% | -26.6% | +16.1% | -6.5% |
| 6M | -2.8% | -27.5% | +24.7% | +1.7% |
| YTD | -3.4% | -31.5% | +28.1% | +1.8% |
| 1Y | -22.9% | -15.3% | -7.6% | -21.9% |
| 3Y | +20.7% | +31.3% | -10.6% | +8.7% |
| 5Y | +62.1% | +50.2% | +11.9% | +39.0% |
| All | +404.6% | +87.6% | +316.9% | +332.4% |
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 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