+12,464.4%
RTX vs IONS
+163.5%
+12,300.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.5% |
| 7D | +1.4% | -29.4% | +30.9% | +4.1% |
| 30D | +7.8% | -35.1% | +43.0% | +11.5% |
| 3M | -9.8% | -48.9% | +39.1% | -5.0% |
| 6M | +13.5% | -62.4% | +76.0% | +22.3% |
| YTD | +10.9% | -64.2% | +75.1% | +19.9% |
| 1Y | +14.0% | -60.9% | +74.9% | +22.2% |
| 3Y | +159.9% | -38.9% | +198.8% | +163.6% |
| 5Y | +151.7% | -15.6% | +167.3% | +145.0% |
| 10Y | +269.0% | -33.5% | +302.4% | +257.0% |
| All | +12,464.4% | +163.5% | +12,300.8% | +8,862.9% |
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