+99.2%
DOCU vs IONS
-14.8%
+114.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.8% | +0.2% |
| 7D | -3.7% | -10.6% | +6.9% | -2.8% |
| 30D | +15.0% | -7.7% | +22.7% | +15.7% |
| 3M | +39.9% | -27.1% | +67.0% | +43.4% |
| 6M | +66.2% | -46.8% | +112.9% | +74.4% |
| YTD | +17.7% | -49.2% | +66.9% | +24.1% |
| 1Y | +13.7% | -44.9% | +58.6% | +18.3% |
| All | +99.2% | -14.8% | +114.1% | +82.8% |
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