-33.1%
ROL vs IONS
-55.7%
+22.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -21.4% | +23.4% | +2.5% |
| 7D | +7.5% | -24.8% | +32.4% | +8.3% |
| 30D | +21.1% | -31.5% | +52.7% | +22.7% |
| 3M | +3.1% | -45.2% | +48.3% | +6.0% |
| 6M | -27.4% | -59.1% | +31.6% | -24.4% |
| YTD | -34.7% | -60.8% | +26.1% | -30.9% |
| All | -33.1% | -55.7% | +22.7% | -32.4% |
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 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