+46.9%
DUK vs IONS
+36.3%
+10.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.7% |
| 7D | -0.1% | -8.7% | +8.6% | 0.0% |
| 30D | +0.2% | -1.6% | +1.9% | +0.3% |
| 3M | -1.9% | -24.9% | +23.0% | -1.5% |
| 6M | -6.5% | -25.7% | +19.1% | -6.2% |
| YTD | +5.4% | -29.2% | +34.6% | +5.8% |
| 1Y | +3.6% | -13.0% | +16.6% | +3.8% |
| All | +46.9% | +36.3% | +10.6% | +46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling