+47.8%
DXCM vs IONS
-55.7%
+103.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -21.4% | +23.5% | +3.5% |
| 7D | -4.4% | -24.8% | +20.5% | -2.6% |
| 30D | -3.6% | -31.5% | +27.9% | -1.0% |
| 3M | -4.3% | -45.2% | +40.8% | +0.5% |
| 6M | +33.8% | -59.1% | +92.8% | +44.7% |
| YTD | +22.1% | -60.8% | +83.0% | +34.1% |
| All | +47.8% | -55.7% | +103.6% | +54.9% |
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