+42,387.6%
RMD vs IONS
+258.4%
+42,129.3%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -1.9% |
| 7D | +2.3% | -9.4% | +11.8% | +3.6% |
| 30D | +4.1% | -10.7% | +14.9% | +5.5% |
| 3M | +5.7% | -27.7% | +33.4% | +9.7% |
| 6M | +12.9% | -48.7% | +61.6% | +21.5% |
| YTD | -1.5% | -50.2% | +48.7% | +6.2% |
| 1Y | -4.8% | -46.8% | +42.1% | +1.8% |
| 3Y | +57.5% | -14.8% | +72.3% | +55.0% |
| 5Y | -5.5% | +17.0% | -22.5% | -12.0% |
| 10Y | +357.8% | +45.3% | +312.5% | +296.3% |
| All | +42,387.6% | +258.4% | +42,129.3% | +23,121.4% |
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