+1,558.5%
DIS vs IONS
+260.9%
+1,297.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -1.1% |
| 7D | +5.7% | -12.6% | +18.3% | +7.1% |
| 30D | +12.7% | -11.8% | +24.5% | +14.0% |
| 3M | +15.2% | -28.4% | +43.6% | +18.9% |
| 6M | +17.6% | -48.4% | +66.0% | +24.8% |
| YTD | +3.8% | -51.0% | +54.8% | +10.6% |
| 1Y | +6.8% | -48.0% | +54.8% | +13.1% |
| 3Y | +42.1% | -17.8% | +59.9% | +41.1% |
| 5Y | -31.2% | +15.2% | -46.3% | -34.8% |
| 10Y | +37.6% | +43.0% | -5.4% | +22.5% |
| All | +1,558.5% | +260.9% | +1,297.5% | +924.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling