+235.9%
DIA vs IONS
-27.6%
+263.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.1% | +8.8% | +0.9% |
| 7D | +0.9% | -30.3% | +31.2% | +5.2% |
| 30D | +1.1% | -37.7% | +38.9% | +6.9% |
| 3M | -2.9% | -50.5% | +47.6% | +5.7% |
| 6M | +5.9% | -62.8% | +68.7% | +18.8% |
| YTD | +9.8% | -64.4% | +74.1% | +23.7% |
| 1Y | +11.7% | -59.5% | +71.2% | +23.5% |
| 3Y | +59.5% | -39.2% | +98.7% | +61.8% |
| 5Y | +57.5% | -15.3% | +72.9% | +47.7% |
| 10Y | +235.9% | -31.2% | +267.1% | +226.3% |
| All | +235.9% | -27.6% | +263.5% | +226.3% |
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