+2,287.0%
RSG vs IONS
+109.4%
+2,177.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | -0.5% |
| 7D | +2.5% | -26.3% | +28.8% | +4.6% |
| 30D | +12.7% | -31.9% | +44.7% | +15.6% |
| 3M | +17.9% | -48.0% | +65.9% | +23.3% |
| 6M | +25.0% | -62.6% | +87.5% | +33.4% |
| YTD | +20.8% | -63.3% | +84.1% | +29.0% |
| 1Y | +24.3% | -58.4% | +82.7% | +31.4% |
| 3Y | +65.3% | -38.2% | +103.5% | +66.9% |
| 5Y | +99.1% | -11.1% | +110.2% | +92.7% |
| 10Y | +452.4% | -31.7% | +484.1% | +428.6% |
| All | +2,287.0% | +109.4% | +2,177.6% | +1,484.7% |
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 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