+25.4%
GEN vs IONS
+47.7%
-22.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | -1.2% | -4.8% | +3.7% | -0.8% |
| 30D | +10.1% | +7.2% | +2.9% | +9.4% |
| 3M | +16.1% | -22.7% | +38.8% | +18.0% |
| 6M | +38.9% | -26.9% | +65.7% | +41.8% |
| YTD | +14.4% | -26.6% | +41.0% | +16.7% |
| 1Y | +5.9% | -2.1% | +8.0% | +4.6% |
| 3Y | +58.8% | +43.4% | +15.4% | +45.7% |
| All | +25.4% | +47.7% | -22.3% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling