-61.5%
DOCS vs IONS
-2.1%
-59.4%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.8% |
| 7D | -1.4% | -4.8% | +3.4% | -1.1% |
| 30D | +21.8% | +7.2% | +14.6% | +20.8% |
| 3M | +27.3% | -22.7% | +50.0% | +26.3% |
| 6M | -0.3% | -26.9% | +26.5% | -0.2% |
| YTD | -40.5% | -26.6% | -13.9% | -41.2% |
| 1Y | -61.5% | -2.1% | -59.4% | -63.4% |
| All | -61.5% | -2.1% | -59.4% | -63.4% |
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