+268.2%
RMD vs IONS
+88.4%
+179.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.8% |
| 7D | -4.5% | -5.3% | +0.8% | -3.7% |
| 30D | +4.6% | +0.3% | +4.3% | +4.5% |
| 3M | +14.8% | -22.9% | +37.7% | +18.5% |
| 6M | -12.1% | -23.4% | +11.3% | -9.2% |
| YTD | -7.5% | -28.3% | +20.8% | -3.6% |
| 1Y | -20.1% | -7.0% | -13.0% | -20.3% |
| 3Y | +53.9% | +37.6% | +16.3% | +38.7% |
| 5Y | -22.2% | +53.4% | -75.6% | -32.9% |
| 10Y | +268.2% | +83.9% | +184.3% | +217.3% |
| All | +268.2% | +88.4% | +179.8% | +217.3% |
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