+96.3%
DINO vs IONS
-60.0%
+156.2%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | +0.6% |
| 7D | +5.7% | -26.3% | +32.0% | +3.1% |
| 30D | -19.6% | -31.9% | +12.4% | -22.1% |
| 3M | +11.8% | -48.0% | +59.8% | +6.1% |
| 6M | +49.0% | -62.6% | +111.5% | +41.4% |
| YTD | +128.1% | -63.3% | +191.4% | +116.7% |
| 1Y | +96.3% | -58.4% | +154.7% | +79.4% |
| All | +96.3% | -60.0% | +156.2% | +79.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling