+2,978.0%
GEN vs IONS
+266.7%
+2,711.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.2% | -2.8% |
| 7D | +2.3% | -9.4% | +11.7% | +3.3% |
| 30D | +33.1% | -10.7% | +43.8% | +34.5% |
| 3M | +6.5% | -27.7% | +34.1% | +9.9% |
| 6M | +53.8% | -48.7% | +102.5% | +63.6% |
| YTD | +11.2% | -50.2% | +61.4% | +18.5% |
| 1Y | +19.4% | -46.8% | +66.2% | +26.2% |
| 3Y | +81.0% | -14.8% | +95.9% | +78.1% |
| 5Y | +33.4% | +17.0% | +16.4% | +24.7% |
| 10Y | +164.3% | +45.3% | +119.0% | +128.2% |
| All | +2,978.0% | +266.7% | +2,711.4% | +1,730.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling