+51.9%
DOW vs IONS
-44.5%
+96.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.6% | -3.2% |
| 7D | -4.2% | -10.6% | +6.4% | -4.5% |
| 30D | +14.7% | -7.7% | +22.4% | +14.4% |
| 3M | +9.1% | -27.1% | +36.2% | +8.1% |
| 6M | -17.7% | -46.8% | +29.1% | -17.0% |
| YTD | +44.6% | -49.2% | +93.9% | +47.4% |
| 1Y | +51.9% | -44.9% | +96.8% | +52.1% |
| All | +51.9% | -44.5% | +96.4% | +52.1% |
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