+32.0%
DRI vs IONS
-44.5%
+76.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.8% | +5.2% |
| 7D | +6.5% | -10.6% | +17.1% | +7.2% |
| 30D | +16.4% | -7.7% | +24.1% | +16.9% |
| 3M | +13.6% | -27.1% | +40.7% | +16.1% |
| 6M | +22.0% | -46.8% | +68.8% | +25.4% |
| YTD | +29.3% | -49.2% | +78.5% | +33.2% |
| 1Y | +32.0% | -44.9% | +76.9% | +32.9% |
| All | +32.0% | -44.5% | +76.6% | +32.9% |
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 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