+1,129.1%
DIA vs IONS
+307.6%
+821.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | -0.2% | -4.8% | +4.7% | +0.3% |
| 30D | -1.5% | +7.2% | -8.7% | -2.2% |
| 3M | +3.8% | -22.7% | +26.4% | +5.8% |
| 6M | +10.3% | -26.9% | +37.2% | +12.9% |
| YTD | +12.1% | -26.6% | +38.7% | +14.7% |
| 1Y | +18.6% | -2.1% | +20.8% | +17.9% |
| 3Y | +60.6% | +43.4% | +17.2% | +50.9% |
| 5Y | +64.4% | +47.0% | +17.4% | +51.9% |
| 10Y | +250.1% | +97.2% | +152.9% | +203.8% |
| All | +1,129.1% | +307.6% | +821.4% | +672.5% |
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