-40.5%
RIG vs IONS
+729.9%
-770.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.8% | -2.8% |
| 7D | +0.9% | -4.8% | +5.7% | +1.5% |
| 30D | +13.8% | +7.2% | +6.6% | +12.8% |
| 3M | -6.4% | -22.7% | +16.3% | -4.1% |
| 6M | -8.2% | -26.9% | +18.7% | -5.5% |
| YTD | +41.6% | -26.6% | +68.2% | +45.6% |
| 1Y | +88.7% | -2.1% | +90.8% | +87.4% |
| 3Y | -30.9% | +43.4% | -74.3% | -35.6% |
| 5Y | +57.7% | +47.0% | +10.7% | +44.6% |
| 10Y | -39.3% | +97.2% | -136.4% | -47.6% |
| All | -40.5% | +729.9% | -770.4% | -65.2% |
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