+103.7%
DINO vs IONS
+46.3%
+57.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +5.7% | -4.8% | +10.6% | +6.1% |
| 30D | +27.8% | +7.2% | +20.6% | +27.1% |
| 3M | +45.6% | -22.7% | +68.3% | +47.9% |
| 6M | +88.5% | -26.9% | +115.3% | +92.2% |
| YTD | +134.1% | -26.6% | +160.7% | +138.4% |
| 1Y | +111.1% | -2.1% | +113.2% | +107.4% |
| All | +103.7% | +46.3% | +57.4% | +81.9% |
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