+5,331.5%
DOV vs IONS
+440.4%
+4,891.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | -2.7% | -4.8% | +2.2% | -2.2% |
| 30D | -8.1% | +7.2% | -15.3% | -8.8% |
| 3M | -9.4% | -22.7% | +13.3% | -7.6% |
| 6M | -12.6% | -26.9% | +14.3% | -10.5% |
| YTD | -0.5% | -26.6% | +26.1% | +1.8% |
| 1Y | +9.2% | -2.1% | +11.4% | +8.6% |
| 3Y | +34.1% | +43.4% | -9.3% | +26.1% |
| 5Y | +17.3% | +47.0% | -29.7% | +8.3% |
| 10Y | +284.9% | +97.2% | +187.7% | +234.0% |
| All | +5,331.5% | +440.4% | +4,891.1% | +3,432.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling