+1,361.0%
RGEN vs IONS
+266.7%
+1,094.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.6% | +1.4% | +2.6% |
| 7D | -1.9% | -9.4% | +7.5% | +0.1% |
| 30D | +3.7% | -10.7% | +14.5% | +6.2% |
| 3M | +8.8% | -27.7% | +36.5% | +15.9% |
| 6M | +38.0% | -48.7% | +86.7% | +55.6% |
| YTD | +5.9% | -50.2% | +56.0% | +20.0% |
| 1Y | +19.7% | -46.8% | +66.5% | +33.8% |
| 3Y | +20.5% | -14.8% | +35.4% | +19.3% |
| 5Y | -35.0% | +17.0% | -52.0% | -40.4% |
| 10Y | +540.9% | +45.3% | +495.6% | +427.8% |
| All | +1,361.0% | +266.7% | +1,094.3% | +469.4% |
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