+41,132.7%
RMD vs IONS
+428.1%
+40,704.6%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -5.0% | -4.8% | -0.1% | -4.4% |
| 30D | +2.2% | +7.2% | -5.0% | +1.2% |
| 3M | +17.8% | -22.7% | +40.5% | +20.9% |
| 6M | -11.3% | -26.9% | +15.5% | -8.5% |
| YTD | -4.4% | -26.6% | +22.1% | -1.5% |
| 1Y | -15.7% | -2.1% | -13.6% | -16.3% |
| 3Y | +47.7% | +43.4% | +4.3% | +36.3% |
| 5Y | -19.2% | +47.0% | -66.2% | -26.9% |
| 10Y | +280.4% | +97.2% | +183.2% | +216.8% |
| All | +41,132.7% | +428.1% | +40,704.6% | +21,427.8% |
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