+324.3%
DOCN vs IONS
+43.7%
+280.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | +1.1% | -4.8% | +6.0% | +2.2% |
| 30D | -9.6% | +7.2% | -16.8% | -11.3% |
| 3M | -37.7% | -22.7% | -15.0% | -35.1% |
| 6M | +115.2% | -26.9% | +142.1% | +126.8% |
| YTD | +133.7% | -26.6% | +160.3% | +146.1% |
| 1Y | +250.2% | -2.1% | +252.3% | +243.3% |
| All | +324.3% | +43.7% | +280.5% | +277.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling