+72.5%
RMD vs IONS
-36.9%
+109.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.4% | -6.1% | -0.2% |
| 7D | +2.1% | -26.3% | +28.4% | +4.1% |
| 30D | +2.1% | -31.9% | +34.0% | +4.7% |
| 3M | +6.2% | -48.0% | +54.2% | +11.1% |
| 6M | +19.4% | -62.6% | +81.9% | +27.7% |
| YTD | +0.5% | -63.3% | +63.8% | +7.6% |
| 1Y | -3.9% | -58.4% | +54.4% | +1.8% |
| 3Y | +72.5% | -38.2% | +110.8% | +75.1% |
| All | +72.5% | -36.9% | +109.4% | +75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling