+11.3%
DOCU vs IONS
-46.2%
+57.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | -2.1% |
| 7D | -3.2% | -12.6% | +9.4% | -4.0% |
| 30D | +15.7% | -11.8% | +27.5% | +14.8% |
| 3M | +37.3% | -28.4% | +65.7% | +34.2% |
| 6M | +63.1% | -48.4% | +111.6% | +56.2% |
| YTD | +15.4% | -51.0% | +66.3% | +9.4% |
| 1Y | +11.3% | -48.0% | +59.4% | +3.4% |
| All | +11.3% | -46.2% | +57.5% | +3.4% |
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