-83.9%
OPEN vs IONS
-59.1%
-24.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +4.2% |
| 7D | -31.1% | -29.4% | -1.6% | -29.4% |
| 30D | -34.7% | -35.1% | +0.4% | -32.5% |
| 3M | -61.9% | -48.9% | -13.0% | -60.1% |
| 6M | -71.9% | -62.4% | -9.4% | -72.3% |
| YTD | -76.6% | -64.2% | -12.4% | -76.9% |
| 1Y | -83.9% | -60.9% | -23.0% | -86.0% |
| All | -83.9% | -59.1% | -24.8% | -86.0% |
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