-78.7%
OPEN vs IONS
-47.1%
-31.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +1.6% | -23.4% | -21.9% |
| 7D | -22.2% | -9.4% | -12.8% | -21.8% |
| 30D | -38.3% | -10.7% | -27.6% | -37.9% |
| 3M | -59.4% | -27.7% | -31.7% | -59.1% |
| 6M | -74.4% | -48.7% | -25.7% | -75.7% |
| YTD | -76.0% | -50.2% | -25.8% | -77.0% |
| 1Y | -78.7% | -46.8% | -31.9% | -80.0% |
| All | -78.7% | -47.1% | -31.5% | -80.0% |
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