+212.8%
RDDT vs IONS
+26.1%
+186.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +2.1% |
| 7D | +2.1% | -6.7% | +8.8% | +3.6% |
| 30D | +2.8% | -4.1% | +6.9% | +3.7% |
| 3M | -8.9% | -26.6% | +17.6% | -5.0% |
| 6M | +15.1% | -27.5% | +42.6% | +20.3% |
| YTD | -31.4% | -31.5% | +0.1% | -27.8% |
| 1Y | -39.4% | -15.3% | -24.1% | -39.4% |
| All | +212.8% | +26.1% | +186.7% | +182.0% |
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