+38.2%
RIG vs IONS
-60.0%
+98.1%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.4% | -2.3% | +3.5% |
| 7D | +5.7% | -26.3% | +32.0% | +8.3% |
| 30D | -0.7% | -31.9% | +31.2% | +2.4% |
| 3M | -3.1% | -48.0% | +44.8% | +1.7% |
| 6M | -16.3% | -62.6% | +46.2% | -9.5% |
| YTD | +34.1% | -63.3% | +97.4% | +46.0% |
| 1Y | +38.2% | -58.4% | +96.5% | +38.9% |
| All | +38.2% | -60.0% | +98.1% | +38.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling