+1,994.5%
RSG vs IONS
+318.7%
+1,675.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | +0.3% | -4.8% | +5.1% | +0.6% |
| 30D | +7.6% | +7.2% | +0.4% | +7.0% |
| 3M | +7.4% | -22.7% | +30.1% | +9.1% |
| 6M | -3.3% | -26.9% | +23.6% | -1.4% |
| YTD | +6.0% | -26.6% | +32.6% | +7.9% |
| 1Y | -3.7% | -2.1% | -1.5% | -4.2% |
| 3Y | +59.1% | +43.4% | +15.7% | +51.2% |
| 5Y | +89.0% | +47.0% | +42.0% | +76.8% |
| 10Y | +412.5% | +97.2% | +315.3% | +353.1% |
| All | +1,994.5% | +318.7% | +1,675.8% | +1,225.9% |
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