-75.3%
TTD vs IONS
-36.9%
-38.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.4% | -5.1% | +1.3% |
| 7D | +21.3% | -26.3% | +47.5% | +21.6% |
| 30D | +28.7% | -31.9% | +60.7% | +29.8% |
| 3M | +7.7% | -48.0% | +55.7% | +10.3% |
| 6M | -23.5% | -62.6% | +39.1% | -19.8% |
| YTD | -58.7% | -63.3% | +4.6% | -56.8% |
| 1Y | -63.4% | -58.4% | -5.0% | -62.5% |
| 3Y | -75.3% | -38.2% | -37.1% | -78.2% |
| All | -75.3% | -36.9% | -38.4% | -78.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling