+453.9%
RGEN vs IONS
-27.6%
+481.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -9.1% | +6.3% | -0.2% |
| 7D | -2.4% | -30.3% | +27.9% | +7.0% |
| 30D | +0.1% | -37.7% | +37.8% | +13.4% |
| 3M | +6.6% | -50.5% | +57.1% | +28.5% |
| 6M | +40.9% | -62.8% | +103.7% | +81.0% |
| YTD | +6.2% | -64.4% | +70.5% | +38.0% |
| 1Y | +19.4% | -59.5% | +78.9% | +49.1% |
| 3Y | +17.9% | -39.2% | +57.1% | +23.0% |
| 5Y | -34.0% | -15.3% | -18.7% | -39.4% |
| 10Y | +453.9% | -31.2% | +485.1% | +379.1% |
| All | +453.9% | -27.6% | +481.5% | +379.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling