+52,381.4%
DHR vs IONS
+162.2%
+52,219.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.1% | +9.5% | +1.3% |
| 7D | +2.6% | -30.3% | +32.9% | +5.9% |
| 30D | +7.4% | -37.7% | +45.2% | +12.0% |
| 3M | +13.0% | -50.5% | +63.5% | +20.3% |
| 6M | +38.5% | -62.8% | +101.2% | +50.8% |
| YTD | +3.8% | -64.4% | +68.1% | +13.4% |
| 1Y | +12.6% | -59.5% | +72.1% | +21.5% |
| 3Y | +22.0% | -39.2% | +61.2% | +24.4% |
| 5Y | -9.5% | -15.3% | +5.8% | -11.7% |
| 10Y | +249.4% | -31.2% | +280.5% | +236.9% |
| All | +52,381.4% | +162.2% | +52,219.1% | +35,139.5% |
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