+297.1%
TD vs IONS
+84.6%
+212.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.0% |
| 7D | -1.9% | -8.7% | +6.7% | -1.0% |
| 30D | -1.6% | -1.6% | 0.0% | -1.5% |
| 3M | +4.6% | -24.9% | +29.5% | +7.0% |
| 6M | +26.8% | -25.7% | +52.5% | +29.8% |
| YTD | +28.3% | -29.2% | +57.5% | +31.9% |
| 1Y | +60.4% | -13.0% | +73.5% | +61.0% |
| 3Y | +125.7% | +35.9% | +89.8% | +110.5% |
| 5Y | +122.4% | +54.5% | +67.9% | +100.4% |
| 10Y | +297.1% | +93.1% | +204.0% | +257.3% |
| All | +297.1% | +84.6% | +212.5% | +257.3% |
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