+7,930.8%
TD vs IONS
+338.4%
+7,592.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | +0.3% | -4.8% | +5.2% | +0.7% |
| 30D | +0.4% | +7.2% | -6.8% | -0.3% |
| 3M | +7.6% | -22.7% | +30.3% | +9.6% |
| 6M | +25.0% | -26.9% | +51.9% | +27.8% |
| YTD | +31.0% | -26.6% | +57.6% | +33.8% |
| 1Y | +65.2% | -2.1% | +67.3% | +64.1% |
| 3Y | +122.5% | +43.4% | +79.1% | +109.4% |
| 5Y | +124.8% | +47.0% | +77.8% | +107.9% |
| 10Y | +298.2% | +97.2% | +201.0% | +245.0% |
| All | +7,930.8% | +338.4% | +7,592.4% | +4,507.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling