+21.8%
RSP vs IONS
-44.5%
+66.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.5% | +1.9% |
| 7D | +2.7% | -10.6% | +13.3% | +3.4% |
| 30D | +5.8% | -7.7% | +13.5% | +6.2% |
| 3M | +1.8% | -27.1% | +28.9% | +3.4% |
| 6M | +11.6% | -46.8% | +58.4% | +13.9% |
| YTD | +18.0% | -49.2% | +67.2% | +20.9% |
| 1Y | +21.8% | -44.9% | +66.7% | +23.3% |
| All | +21.8% | -44.5% | +66.4% | +23.3% |
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