+157.2%
GEN vs IONS
-32.1%
+189.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.4% | -4.0% | +1.8% |
| 7D | +2.0% | -26.3% | +28.3% | +4.7% |
| 30D | +27.7% | -31.9% | +59.7% | +31.9% |
| 3M | +3.3% | -48.0% | +51.2% | +9.2% |
| 6M | +31.8% | -62.6% | +94.4% | +43.3% |
| YTD | +13.5% | -63.3% | +76.8% | +23.4% |
| 1Y | +16.0% | -58.4% | +74.4% | +24.4% |
| 3Y | +70.6% | -38.2% | +108.8% | +70.9% |
| 5Y | +32.1% | -11.1% | +43.2% | +24.5% |
| All | +157.2% | -32.1% | +189.3% | +149.6% |
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 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