-36.5%
RGEN vs IONS
+17.1%
-53.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.6% | +1.4% | +2.5% |
| 7D | -1.9% | -9.4% | +7.5% | +1.1% |
| 30D | +3.7% | -10.7% | +14.5% | +7.5% |
| 3M | +8.8% | -27.7% | +36.5% | +19.7% |
| 6M | +38.0% | -48.7% | +86.7% | +65.2% |
| YTD | +5.9% | -50.2% | +56.0% | +27.8% |
| 1Y | +19.7% | -46.8% | +66.5% | +40.9% |
| 3Y | +20.5% | -14.8% | +35.4% | +11.1% |
| All | -36.5% | +17.1% | -53.6% | -52.5% |
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