-44.9%
IONS vs DAR
+63.3%
-108.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.7% |
| 7D | -10.6% | -5.7% | -4.9% | -10.6% |
| 30D | -7.7% | -16.6% | +8.9% | -7.8% |
| 3M | -27.1% | -13.1% | -14.0% | -27.6% |
| 6M | -46.8% | -18.8% | -28.0% | -46.4% |
| YTD | -49.2% | +45.3% | -94.5% | -56.8% |
| 1Y | -44.9% | +60.6% | -105.5% | -55.3% |
| All | -44.9% | +63.3% | -108.2% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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