+54.3%
DOCN vs IONS
-46.2%
+100.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -3.4% | -12.5% | -15.0% |
| 7D | -29.3% | -12.6% | -16.7% | -26.9% |
| 30D | -46.0% | -11.8% | -34.2% | -44.3% |
| 3M | -43.2% | -28.4% | -14.8% | -39.6% |
| 6M | -53.7% | -48.4% | -5.3% | -49.7% |
| YTD | +46.9% | -51.0% | +97.9% | +62.3% |
| 1Y | +54.3% | -48.0% | +102.4% | +70.9% |
| All | +54.3% | -46.2% | +100.5% | +70.9% |
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