+204.4%
DHR vs IONS
+92.6%
+111.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.0% |
| 7D | -5.0% | -4.3% | -0.7% | -4.3% |
| 30D | -3.3% | +0.4% | -3.7% | -3.5% |
| 3M | +9.4% | -24.1% | +33.5% | +13.2% |
| 6M | +3.2% | -26.4% | +29.6% | +7.3% |
| YTD | -12.0% | -29.7% | +17.6% | -7.9% |
| 1Y | +4.9% | -13.0% | +17.9% | +5.6% |
| 3Y | -7.4% | +35.0% | -42.4% | -16.6% |
| 5Y | -29.8% | +54.2% | -84.0% | -39.7% |
| All | +204.4% | +92.6% | +111.7% | +158.9% |
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