+70.6%
GEN vs IONS
-36.9%
+107.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.4% | -4.0% | +2.2% |
| 7D | +2.0% | -26.3% | +28.3% | +3.0% |
| 30D | +27.7% | -31.9% | +59.7% | +29.2% |
| 3M | +3.3% | -48.0% | +51.2% | +5.6% |
| 6M | +31.8% | -62.6% | +94.4% | +36.6% |
| YTD | +13.5% | -63.3% | +76.8% | +17.6% |
| 1Y | +16.0% | -58.4% | +74.4% | +19.1% |
| 3Y | +70.6% | -38.2% | +108.8% | +66.4% |
| All | +70.6% | -36.9% | +107.4% | +66.4% |
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