+34.2%
DIS vs IONS
+17.3%
+16.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.6% |
| 7D | +5.2% | -9.4% | +14.7% | +6.6% |
| 30D | +11.5% | -10.7% | +22.2% | +13.1% |
| 3M | +11.5% | -27.7% | +39.2% | +16.3% |
| 6M | +8.9% | -48.7% | +57.6% | +18.2% |
| YTD | +3.4% | -50.2% | +53.6% | +12.6% |
| 1Y | +7.2% | -46.8% | +54.0% | +15.5% |
| 3Y | +43.3% | -14.8% | +58.2% | +40.1% |
| 5Y | -31.4% | +17.0% | -48.4% | -37.5% |
| All | +34.2% | +17.3% | +16.9% | +23.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling