+338.4%
RMD vs IONS
-27.6%
+366.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.1% | +8.4% | +0.7% |
| 7D | +3.1% | -30.3% | +33.4% | +8.5% |
| 30D | +1.8% | -37.7% | +39.5% | +9.0% |
| 3M | +6.7% | -50.5% | +57.2% | +18.2% |
| 6M | +13.9% | -62.8% | +76.7% | +31.0% |
| YTD | -2.0% | -64.4% | +62.4% | +13.3% |
| 1Y | -5.4% | -59.5% | +54.1% | +6.9% |
| 3Y | +67.4% | -39.2% | +106.6% | +70.6% |
| 5Y | -5.7% | -15.3% | +9.6% | -12.1% |
| 10Y | +338.4% | -31.2% | +369.5% | +325.7% |
| All | +338.4% | -27.6% | +366.0% | +325.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling