-42.8%
RGEN vs IONS
+51.6%
-94.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +2.9% | +1.3% |
| 7D | -0.9% | -5.3% | +4.4% | +0.8% |
| 30D | +2.8% | +0.3% | +2.6% | +2.6% |
| 3M | +34.5% | -22.9% | +57.4% | +42.2% |
| 6M | +40.5% | -23.4% | +63.9% | +48.8% |
| YTD | +2.8% | -28.3% | +31.2% | +11.3% |
| 1Y | +39.6% | -7.0% | +46.7% | +37.3% |
| 3Y | +4.4% | +37.6% | -33.2% | -17.8% |
| 5Y | -42.8% | +53.4% | -96.1% | -58.7% |
| All | -42.8% | +51.6% | -94.3% | -58.7% |
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 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