+558.1%
TTD vs IONS
-27.6%
+585.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -9.1% | +12.3% | +6.2% |
| 7D | +19.9% | -30.3% | +50.2% | +31.9% |
| 30D | +27.6% | -37.7% | +65.4% | +46.0% |
| 3M | +15.2% | -50.5% | +65.7% | +41.3% |
| 6M | -33.2% | -62.8% | +29.6% | -11.8% |
| YTD | -59.4% | -64.4% | +5.0% | -46.1% |
| 1Y | -64.4% | -59.5% | -4.9% | -55.2% |
| 3Y | -75.9% | -39.2% | -36.7% | -76.5% |
| 5Y | -82.6% | -15.3% | -67.3% | -85.7% |
| 10Y | +558.1% | -31.2% | +589.3% | +464.3% |
| All | +558.1% | -27.6% | +585.8% | +464.3% |
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