+246.2%
DIA vs IONS
+88.4%
+157.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.2% | -0.8% |
| 7D | +0.1% | -5.3% | +5.3% | +0.7% |
| 30D | -2.1% | +0.3% | -2.3% | -2.2% |
| 3M | +4.2% | -22.9% | +27.0% | +6.9% |
| 6M | +11.9% | -23.4% | +35.3% | +14.9% |
| YTD | +10.8% | -28.3% | +39.1% | +14.7% |
| 1Y | +17.5% | -7.0% | +24.6% | +17.1% |
| 3Y | +59.9% | +37.6% | +22.3% | +46.2% |
| 5Y | +64.1% | +53.4% | +10.7% | +44.1% |
| 10Y | +246.2% | +83.9% | +162.3% | +195.0% |
| All | +246.2% | +88.4% | +157.8% | +195.0% |
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