+190.3%
RDDT vs IONS
+30.3%
+160.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.7% |
| 7D | -7.4% | -8.7% | +1.3% | -5.6% |
| 30D | -7.7% | -1.6% | -6.1% | -7.4% |
| 3M | -17.8% | -24.9% | +7.1% | -14.6% |
| 6M | +5.5% | -25.7% | +31.1% | +9.7% |
| YTD | -36.3% | -29.2% | -7.1% | -33.4% |
| 1Y | -39.0% | -13.0% | -26.0% | -39.3% |
| All | +190.3% | +30.3% | +160.0% | +160.0% |
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 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