+18.4%
DOV vs IONS
+51.6%
-33.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.3% | +1.2% |
| 7D | +2.5% | -5.3% | +7.8% | +3.1% |
| 30D | -7.5% | +0.3% | -7.8% | -7.6% |
| 3M | -9.7% | -22.9% | +13.2% | -7.9% |
| 6M | -6.1% | -23.4% | +17.3% | -4.2% |
| YTD | +0.5% | -28.3% | +28.8% | +3.2% |
| 1Y | +10.5% | -7.0% | +17.6% | +10.2% |
| 3Y | +41.7% | +37.6% | +4.1% | +30.7% |
| 5Y | +18.4% | +53.4% | -35.0% | +5.6% |
| All | +18.4% | +51.6% | -33.1% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling