+1,142.9%
RSP vs IONS
+411.6%
+731.3%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.1% | +9.0% | +1.3% |
| 7D | +0.7% | -30.3% | +31.0% | +5.4% |
| 30D | +3.7% | -37.7% | +41.4% | +10.2% |
| 3M | +0.7% | -50.5% | +51.2% | +10.3% |
| 6M | +9.0% | -62.8% | +71.8% | +23.5% |
| YTD | +16.7% | -64.4% | +81.1% | +32.8% |
| 1Y | +19.0% | -59.5% | +78.4% | +32.7% |
| 3Y | +64.7% | -39.2% | +103.9% | +68.3% |
| 5Y | +49.6% | -15.3% | +64.9% | +42.2% |
| 10Y | +213.2% | -31.2% | +244.3% | +189.5% |
| All | +1,142.9% | +411.6% | +731.3% | +572.5% |
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