+149.0%
GEN vs IONS
+88.4%
+60.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.4% | -2.5% |
| 7D | -0.7% | -5.3% | +4.6% | -0.2% |
| 30D | +2.6% | +0.3% | +2.4% | +2.5% |
| 3M | +15.8% | -22.9% | +38.7% | +18.1% |
| 6M | +33.1% | -23.4% | +56.5% | +35.7% |
| YTD | +11.3% | -28.3% | +39.6% | +14.1% |
| 1Y | +1.7% | -7.0% | +8.7% | +1.2% |
| 3Y | +58.1% | +37.6% | +20.5% | +47.0% |
| 5Y | +20.6% | +53.4% | -32.8% | +8.8% |
| 10Y | +149.0% | +83.9% | +65.0% | +114.5% |
| All | +149.0% | +88.4% | +60.6% | +114.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling