-94.7%
OPEN vs IONS
-11.8%
-82.9%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.4% | -10.1% | -7.0% |
| 7D | -15.0% | -26.3% | +11.3% | -2.4% |
| 30D | -40.2% | -31.9% | -8.3% | -28.3% |
| 3M | -67.4% | -48.0% | -19.4% | -55.1% |
| 6M | -74.0% | -62.6% | -11.5% | -59.3% |
| YTD | -79.6% | -63.3% | -16.3% | -68.0% |
| 1Y | -86.1% | -58.4% | -27.7% | -79.9% |
| 3Y | -41.4% | -38.2% | -3.2% | -40.5% |
| All | -94.7% | -11.8% | -82.9% | -96.4% |
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