+12.2%
GEN vs IONS
-61.6%
+73.8%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.6% | +0.5% | -3.2% |
| 7D | -3.0% | -29.6% | +26.6% | -4.0% |
| 30D | +24.7% | -35.6% | +60.3% | +22.8% |
| 3M | +4.1% | -51.7% | +55.8% | +1.7% |
| 6M | +36.0% | -64.0% | +100.0% | +32.7% |
| YTD | +10.9% | -65.5% | +76.3% | +8.0% |
| 1Y | +12.2% | -62.4% | +74.6% | +8.8% |
| All | +12.2% | -61.6% | +73.8% | +8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling