-84.0%
OPEN vs IONS
+47.7%
-131.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -4.3% | -4.8% | +0.6% | -1.8% |
| 30D | -16.2% | +7.2% | -23.4% | -19.7% |
| 3M | -36.4% | -22.7% | -13.7% | -30.8% |
| 6M | -35.5% | -26.9% | -8.6% | -27.9% |
| YTD | -46.0% | -26.6% | -19.4% | -40.1% |
| 1Y | -47.1% | -2.1% | -45.0% | -51.9% |
| 3Y | -19.0% | +43.4% | -62.5% | -49.7% |
| All | -84.0% | +47.7% | -131.7% | -91.2% |
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