+130.7%
REPL vs IONS
-44.5%
+175.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | +28.8% | -10.6% | +39.4% | +32.9% |
| 30D | +57.3% | -7.7% | +65.0% | +61.1% |
| 3M | +73.6% | -27.1% | +100.7% | +89.7% |
| 6M | +582.8% | -46.8% | +629.6% | +704.5% |
| YTD | +112.9% | -49.2% | +162.1% | +160.4% |
| 1Y | +130.7% | -44.9% | +175.6% | +182.7% |
| All | +130.7% | -44.5% | +175.2% | +182.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling