+32.9%
DIS vs IONS
-29.6%
+62.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | +0.6% | -29.4% | +30.0% | +4.9% |
| 30D | +10.3% | -35.1% | +45.4% | +16.3% |
| 3M | +15.6% | -48.9% | +64.5% | +25.7% |
| 6M | +15.1% | -62.4% | +77.5% | +29.9% |
| YTD | +6.0% | -64.2% | +70.2% | +20.2% |
| 1Y | +5.7% | -60.9% | +66.6% | +18.3% |
| 3Y | +39.8% | -38.9% | +78.7% | +42.0% |
| 5Y | -23.9% | -15.6% | -8.3% | -28.1% |
| 10Y | +32.9% | -33.5% | +66.4% | +28.4% |
| All | +32.9% | -29.6% | +62.6% | +28.4% |
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 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