+57.5%
DIA vs IONS
-16.4%
+73.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.5% |
| 7D | -0.9% | -9.4% | +8.5% | -0.2% |
| 30D | +0.3% | -10.7% | +11.0% | +1.1% |
| 3M | -4.5% | -27.7% | +23.2% | -2.2% |
| 6M | +3.4% | -48.7% | +52.1% | +8.2% |
| YTD | +7.8% | -50.2% | +57.9% | +13.0% |
| 1Y | +10.7% | -46.8% | +57.5% | +15.4% |
| 3Y | +57.5% | -14.8% | +72.4% | +50.8% |
| All | +57.5% | -16.4% | +73.9% | +50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling