+13,174.6%
TDG vs IONS
+627.0%
+12,547.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -2.0% | -4.8% | +2.8% | -1.3% |
| 30D | -7.4% | +7.2% | -14.6% | -8.5% |
| 3M | -5.4% | -22.7% | +17.3% | -2.4% |
| 6M | -11.6% | -26.9% | +15.2% | -8.2% |
| YTD | -12.6% | -26.6% | +14.0% | -9.4% |
| 1Y | -9.3% | -2.1% | -7.2% | -10.3% |
| 3Y | +49.2% | +43.4% | +5.7% | +34.9% |
| 5Y | +132.1% | +47.0% | +85.2% | +104.5% |
| 10Y | +544.8% | +97.2% | +447.6% | +422.5% |
| All | +13,174.6% | +627.0% | +12,547.6% | +6,861.6% |
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