+208.0%
RDDT vs IONS
+29.4%
+178.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.7% | +6.2% |
| 7D | -0.4% | -4.3% | +3.8% | +0.5% |
| 30D | -0.5% | +0.4% | -1.0% | -0.6% |
| 3M | -9.8% | -24.1% | +14.3% | -6.5% |
| 6M | +15.8% | -26.4% | +42.3% | +20.8% |
| YTD | -32.4% | -29.7% | -2.8% | -29.3% |
| 1Y | -40.0% | -13.0% | -27.0% | -40.3% |
| All | +208.0% | +29.4% | +178.6% | +176.2% |
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 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