+299.2%
TD vs IONS
-27.6%
+326.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.1% | +8.8% | +0.6% |
| 7D | -0.7% | -30.3% | +29.6% | +2.7% |
| 30D | +7.6% | -37.7% | +45.4% | +12.5% |
| 3M | +3.0% | -50.5% | +53.5% | +10.2% |
| 6M | +16.8% | -62.8% | +79.6% | +28.0% |
| YTD | +34.3% | -64.4% | +98.7% | +47.6% |
| 1Y | +56.0% | -59.5% | +115.4% | +68.8% |
| 3Y | +132.4% | -39.2% | +171.5% | +134.6% |
| 5Y | +103.7% | -15.3% | +119.0% | +92.8% |
| 10Y | +299.2% | -31.2% | +330.3% | +283.5% |
| All | +299.2% | -27.6% | +326.8% | +283.5% |
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