+7.7%
DIS vs IONS
-55.7%
+63.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -21.4% | +23.4% | +3.4% |
| 7D | +5.3% | -24.8% | +30.1% | +7.3% |
| 30D | +10.2% | -31.5% | +41.8% | +13.4% |
| 3M | +13.5% | -45.2% | +58.7% | +19.9% |
| 6M | +11.1% | -59.1% | +70.2% | +19.5% |
| YTD | +5.5% | -60.8% | +66.3% | +14.6% |
| All | +7.7% | -55.7% | +63.4% | +9.1% |
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