+329.8%
DOV vs IONS
-27.6%
+357.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.1% | +8.6% | +0.7% |
| 7D | -0.7% | -30.3% | +29.5% | +3.4% |
| 30D | +12.3% | -37.7% | +50.0% | +18.6% |
| 3M | +1.2% | -50.5% | +51.7% | +10.0% |
| 6M | -3.1% | -62.8% | +59.7% | +8.8% |
| YTD | +9.4% | -64.4% | +73.8% | +23.4% |
| 1Y | +17.6% | -59.5% | +77.1% | +30.1% |
| 3Y | +66.5% | -39.2% | +105.7% | +68.3% |
| 5Y | +29.0% | -15.3% | +44.4% | +20.4% |
| 10Y | +329.8% | -31.2% | +361.0% | +331.9% |
| All | +329.8% | -27.6% | +357.4% | +331.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling