+36.6%
DIS vs IONS
-5.7%
+42.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -21.4% | +23.4% | +4.9% |
| 7D | +5.3% | -24.8% | +30.1% | +9.0% |
| 30D | +10.2% | -31.5% | +41.8% | +15.5% |
| 3M | +13.5% | -45.2% | +58.7% | +22.5% |
| 6M | +11.1% | -59.1% | +70.2% | +24.0% |
| YTD | +5.5% | -60.8% | +66.3% | +18.3% |
| 1Y | +9.1% | -57.9% | +67.0% | +21.0% |
| 3Y | +36.0% | -34.5% | +70.5% | +37.0% |
| 5Y | -29.8% | -8.8% | -21.0% | -34.3% |
| 10Y | +36.6% | -19.2% | +55.8% | +29.3% |
| All | +36.6% | -5.7% | +42.3% | +29.3% |
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