+39.6%
DUK vs IONS
+52.5%
-13.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.6% |
| 7D | -0.1% | -8.7% | +8.6% | +0.2% |
| 30D | +0.2% | -1.6% | +1.9% | +0.3% |
| 3M | -1.9% | -24.9% | +23.0% | -1.1% |
| 6M | -6.5% | -25.7% | +19.1% | -5.8% |
| YTD | +5.4% | -29.2% | +34.6% | +6.3% |
| 1Y | +3.6% | -13.0% | +16.6% | +3.7% |
| 3Y | +48.1% | +35.9% | +12.2% | +45.0% |
| 5Y | +39.6% | +54.5% | -14.9% | +34.7% |
| All | +39.6% | +52.5% | -13.0% | +34.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling