+114.4%
DINO vs IONS
-34.1%
+148.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -21.4% | +24.0% | +3.7% |
| 7D | -10.7% | -24.8% | +14.2% | -9.5% |
| 30D | -17.8% | -31.5% | +13.8% | -16.3% |
| 3M | +23.3% | -45.2% | +68.5% | +27.2% |
| 6M | +39.6% | -59.1% | +98.6% | +46.9% |
| YTD | +121.6% | -60.8% | +182.4% | +133.9% |
| 1Y | +88.2% | -57.9% | +146.1% | +96.6% |
| 3Y | +114.4% | -34.5% | +148.9% | +96.9% |
| All | +114.4% | -34.1% | +148.5% | +96.9% |
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