+550.5%
TTD vs IONS
-5.7%
+556.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.5% | -21.4% | +36.8% | +22.5% |
| 7D | +19.0% | -24.8% | +43.8% | +28.1% |
| 30D | +23.6% | -31.5% | +55.1% | +37.4% |
| 3M | +8.2% | -45.2% | +53.4% | +28.8% |
| 6M | -35.3% | -59.1% | +23.7% | -17.0% |
| YTD | -60.7% | -60.8% | +0.1% | -49.2% |
| 1Y | -65.3% | -57.9% | -7.4% | -56.6% |
| 3Y | -80.6% | -34.5% | -46.1% | -81.3% |
| 5Y | -84.6% | -8.8% | -75.8% | -87.6% |
| 10Y | +550.5% | -19.2% | +569.8% | +434.2% |
| All | +550.5% | -5.7% | +556.2% | +434.2% |
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