+21.3%
RGEN vs IONS
-44.5%
+65.8%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | +0.1% |
| 7D | -3.5% | -10.6% | +7.1% | -1.8% |
| 30D | -6.0% | -7.7% | +1.7% | -4.7% |
| 3M | +19.0% | -27.1% | +46.1% | +23.7% |
| 6M | +50.7% | -46.8% | +97.5% | +55.8% |
| YTD | +8.8% | -49.2% | +58.0% | +14.5% |
| 1Y | +21.3% | -44.9% | +66.2% | +21.6% |
| All | +21.3% | -44.5% | +65.8% | +21.6% |
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