-6.1%
RDW vs IONS
+50.3%
-56.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.6% | +0.3% | -1.5% |
| 7D | +0.9% | -6.7% | +7.5% | +2.9% |
| 30D | -21.3% | -4.1% | -17.2% | -20.5% |
| 3M | -37.9% | -26.6% | -11.3% | -33.4% |
| 6M | +12.3% | -27.5% | +39.8% | +20.6% |
| YTD | +39.7% | -31.5% | +71.2% | +53.1% |
| 1Y | +25.7% | -15.3% | +41.0% | +29.7% |
| 3Y | +230.8% | +31.3% | +199.6% | +178.5% |
| All | -6.1% | +50.3% | -56.4% | -29.2% |
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