+1,120.4%
RSP vs IONS
+604.2%
+516.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.4% | +0.5% | -2.4% |
| 7D | -1.4% | -12.6% | +11.2% | +0.5% |
| 30D | +2.1% | -11.8% | +14.0% | +3.9% |
| 3M | -0.9% | -28.4% | +27.5% | +3.6% |
| 6M | +7.5% | -48.4% | +56.0% | +16.9% |
| YTD | +14.6% | -51.0% | +65.5% | +25.3% |
| 1Y | +17.6% | -48.0% | +65.7% | +27.4% |
| 3Y | +60.8% | -17.8% | +78.6% | +58.3% |
| 5Y | +46.1% | +15.2% | +31.0% | +33.7% |
| 10Y | +221.4% | +43.0% | +178.4% | +167.6% |
| All | +1,120.4% | +604.2% | +516.2% | +534.5% |
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 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