+729.9%
IONS vs DAR
+1,334.0%
-604.1%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.7% |
| 7D | -9.4% | -9.9% | +0.5% | -8.6% |
| 30D | -10.7% | -16.4% | +5.6% | -9.5% |
| 3M | -27.7% | -17.1% | -10.6% | -26.7% |
| 6M | -48.7% | -20.5% | -28.2% | -47.9% |
| YTD | -50.2% | +39.4% | -89.6% | -51.8% |
| 1Y | -46.8% | +57.2% | -104.0% | -49.1% |
| 3Y | -14.8% | +13.9% | -28.7% | -17.3% |
| 5Y | +17.0% | -40.8% | +57.8% | +19.0% |
| 10Y | +45.3% | +276.2% | -230.9% | +26.8% |
| All | +729.9% | +1,334.0% | -604.1% | +660.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling