+164.6%
DOCN vs IONS
+32.0%
+132.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | +1.1% | -4.8% | +6.0% | +2.9% |
| 30D | -9.6% | +7.2% | -16.8% | -12.3% |
| 3M | -37.7% | -22.7% | -15.0% | -33.2% |
| 6M | +115.2% | -26.9% | +142.1% | +135.4% |
| YTD | +133.7% | -26.6% | +160.3% | +155.0% |
| 1Y | +250.2% | -2.1% | +252.3% | +237.9% |
| 3Y | +320.3% | +43.4% | +276.9% | +206.5% |
| 5Y | +53.1% | +47.0% | +6.1% | +1.3% |
| All | +164.6% | +32.0% | +132.6% | +74.5% |
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