+1,406.9%
RGEN vs IONS
+188.4%
+1,218.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -21.4% | +24.5% | +7.5% |
| 7D | +3.5% | -24.8% | +28.3% | +8.8% |
| 30D | +2.9% | -31.5% | +34.4% | +10.3% |
| 3M | +9.2% | -45.2% | +54.4% | +22.1% |
| 6M | +44.9% | -59.1% | +104.0% | +69.9% |
| YTD | +9.2% | -60.8% | +70.0% | +29.0% |
| 1Y | +25.3% | -57.9% | +83.1% | +45.8% |
| 3Y | +21.7% | -34.5% | +56.2% | +26.1% |
| 5Y | -34.5% | -8.8% | -25.7% | -37.4% |
| 10Y | +478.9% | -19.2% | +498.1% | +432.5% |
| All | +1,406.9% | +188.4% | +1,218.5% | +512.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling