+45,976.0%
DHR vs IONS
+440.4%
+45,535.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -3.9% | -4.8% | +1.0% | -3.4% |
| 30D | +4.0% | +7.2% | -3.2% | +3.2% |
| 3M | +11.5% | -22.7% | +34.2% | +13.7% |
| 6M | +1.9% | -26.9% | +28.7% | +4.4% |
| YTD | -8.9% | -26.6% | +17.7% | -6.7% |
| 1Y | +5.1% | -2.1% | +7.2% | +4.5% |
| 3Y | -10.3% | +43.4% | -53.7% | -15.5% |
| 5Y | -27.8% | +47.0% | -74.8% | -33.0% |
| 10Y | +203.6% | +97.2% | +106.4% | +165.5% |
| All | +45,976.0% | +440.4% | +45,535.6% | +28,887.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling