+8,135.6%
TD vs IONS
+112.8%
+8,022.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.1% | +8.8% | +0.5% |
| 7D | -0.7% | -30.3% | +29.6% | +2.3% |
| 30D | +7.6% | -37.7% | +45.4% | +11.9% |
| 3M | +3.0% | -50.5% | +53.5% | +9.2% |
| 6M | +16.8% | -62.8% | +79.6% | +26.4% |
| YTD | +34.3% | -64.4% | +98.7% | +45.8% |
| 1Y | +56.0% | -59.5% | +115.4% | +67.2% |
| 3Y | +132.4% | -39.2% | +171.5% | +135.7% |
| 5Y | +103.7% | -15.3% | +119.0% | +97.4% |
| 10Y | +299.2% | -31.2% | +330.3% | +280.3% |
| All | +8,135.6% | +112.8% | +8,022.8% | +4,920.8% |
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