+7,085.5%
DRI vs IONS
+583.4%
+6,502.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | +0.6% | -4.8% | +5.4% | +1.0% |
| 30D | +3.8% | +7.2% | -3.4% | +3.2% |
| 3M | +13.0% | -22.7% | +35.7% | +14.9% |
| 6M | +8.3% | -26.9% | +35.2% | +10.6% |
| YTD | +20.6% | -26.6% | +47.2% | +23.0% |
| 1Y | +6.5% | -2.1% | +8.6% | +5.9% |
| 3Y | +53.7% | +43.4% | +10.3% | +45.8% |
| 5Y | +72.7% | +47.0% | +25.7% | +61.7% |
| 10Y | +363.2% | +97.2% | +266.0% | +316.3% |
| All | +7,085.5% | +583.4% | +6,502.1% | +5,236.2% |
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