+215.7%
RSP vs IONS
-29.6%
+245.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -0.3% | -29.4% | +29.1% | +4.1% |
| 30D | +4.4% | -35.1% | +39.6% | +10.3% |
| 3M | +1.3% | -48.9% | +50.1% | +10.4% |
| 6M | +10.0% | -62.4% | +72.4% | +24.3% |
| YTD | +17.6% | -64.2% | +81.8% | +33.6% |
| 1Y | +19.2% | -60.9% | +80.1% | +33.5% |
| 3Y | +66.0% | -38.9% | +104.9% | +68.2% |
| 5Y | +50.4% | -15.6% | +66.0% | +40.4% |
| 10Y | +215.7% | -33.5% | +249.1% | +202.5% |
| All | +215.7% | -29.6% | +245.3% | +202.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling