+15.0%
DUOL vs IONS
+59.9%
-44.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.7% | -2.7% |
| 7D | +5.1% | -4.8% | +9.9% | +6.3% |
| 30D | +14.1% | +7.2% | +6.9% | +11.9% |
| 3M | +41.5% | -22.7% | +64.2% | +48.1% |
| 6M | +60.6% | -26.9% | +87.5% | +69.9% |
| YTD | -12.0% | -26.6% | +14.6% | -7.6% |
| 1Y | -43.4% | -2.1% | -41.2% | -45.4% |
| 3Y | +3.7% | +43.4% | -39.7% | -20.5% |
| 5Y | -5.3% | +47.0% | -52.3% | -33.7% |
| All | +15.0% | +59.9% | -44.8% | -22.4% |
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