+180.3%
RNG vs IONS
-60.0%
+240.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.1% | -0.8% |
| 7D | +4.6% | -26.3% | +30.9% | +5.3% |
| 30D | +0.4% | -31.9% | +32.4% | +1.4% |
| 3M | +11.4% | -48.0% | +59.4% | +11.5% |
| 6M | +95.7% | -62.6% | +158.2% | +92.3% |
| YTD | +162.9% | -63.3% | +226.2% | +155.0% |
| 1Y | +180.3% | -58.4% | +238.6% | +174.1% |
| All | +180.3% | -60.0% | +240.2% | +174.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling