+91.1%
RSG vs IONS
+52.5%
+38.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.4% |
| 7D | 0.0% | -8.7% | +8.6% | +0.3% |
| 30D | +3.7% | -1.6% | +5.3% | +3.7% |
| 3M | +6.2% | -24.9% | +31.0% | +7.1% |
| 6M | -2.8% | -25.7% | +22.9% | -2.0% |
| YTD | +5.9% | -29.2% | +35.1% | +6.9% |
| 1Y | -1.8% | -13.0% | +11.3% | -1.6% |
| 3Y | +57.5% | +35.9% | +21.6% | +52.5% |
| 5Y | +91.1% | +54.5% | +36.6% | +84.7% |
| All | +91.1% | +52.5% | +38.6% | +84.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling