+746.5%
ODFL vs IONS
+84.6%
+661.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -2.5% |
| 7D | -3.0% | -8.7% | +5.6% | -1.7% |
| 30D | -14.3% | -1.6% | -12.6% | -14.1% |
| 3M | -26.7% | -24.9% | -1.8% | -24.4% |
| 6M | -7.5% | -25.7% | +18.2% | -4.5% |
| YTD | +16.5% | -29.2% | +45.7% | +21.2% |
| 1Y | +23.5% | -13.0% | +36.5% | +24.2% |
| 3Y | -12.1% | +35.9% | -48.0% | -20.4% |
| 5Y | +28.9% | +54.5% | -25.6% | +11.5% |
| 10Y | +746.5% | +93.1% | +653.4% | +619.1% |
| All | +746.5% | +84.6% | +661.9% | +619.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling