+2.8%
RDW vs IONS
-6.2%
+9.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.2% | -3.5% | -4.4% |
| 7D | +3.6% | -8.7% | +12.2% | +6.0% |
| 30D | -18.4% | -1.6% | -16.8% | -18.3% |
| 3M | -32.1% | -24.9% | -7.2% | -28.2% |
| 6M | +10.9% | -25.7% | +36.5% | +17.3% |
| YTD | +40.8% | -29.2% | +70.0% | +51.3% |
| 1Y | +31.1% | -13.0% | +44.1% | +34.1% |
| 3Y | +245.2% | +35.9% | +209.2% | +197.7% |
| 5Y | -16.7% | +54.5% | -71.2% | -32.4% |
| All | +2.8% | -6.2% | +9.0% | -14.4% |
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