-87.0%
OPEN vs IONS
-31.5%
-55.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +1.6% | -23.4% | -22.6% |
| 7D | -22.2% | -9.4% | -12.8% | -18.3% |
| 30D | -38.3% | -10.7% | -27.6% | -34.7% |
| 3M | -59.4% | -27.7% | -31.7% | -52.5% |
| 6M | -74.4% | -48.7% | -25.7% | -65.8% |
| YTD | -76.0% | -50.2% | -25.8% | -67.8% |
| 1Y | -78.7% | -46.8% | -31.9% | -72.6% |
| 3Y | -30.0% | -14.8% | -15.2% | -36.8% |
| 5Y | -93.7% | +17.0% | -110.7% | -95.4% |
| All | -87.0% | -31.5% | -55.5% | -89.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling