-41.4%
OPEN vs IONS
-36.9%
-4.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.4% | -10.1% | -5.8% |
| 7D | -15.0% | -26.3% | +11.3% | -7.0% |
| 30D | -40.2% | -31.9% | -8.3% | -32.7% |
| 3M | -67.4% | -48.0% | -19.4% | -59.8% |
| 6M | -74.0% | -62.6% | -11.5% | -65.4% |
| YTD | -79.6% | -63.3% | -16.3% | -72.7% |
| 1Y | -86.1% | -58.4% | -27.7% | -82.5% |
| 3Y | -41.4% | -38.2% | -3.2% | -40.1% |
| All | -41.4% | -36.9% | -4.5% | -40.1% |
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