+7.2%
DIS vs IONS
-47.1%
+54.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.6% |
| 7D | +5.2% | -9.4% | +14.7% | +6.3% |
| 30D | +11.5% | -10.7% | +22.2% | +12.6% |
| 3M | +11.5% | -27.7% | +39.2% | +15.4% |
| 6M | +8.9% | -48.7% | +57.6% | +15.7% |
| YTD | +3.4% | -50.2% | +53.6% | +10.6% |
| 1Y | +7.2% | -46.8% | +54.0% | +11.8% |
| All | +7.2% | -47.1% | +54.3% | +11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling