+45.2%
RUN vs IONS
+84.6%
-39.4%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.3% | -4.1% |
| 7D | -1.8% | -8.7% | +6.9% | +1.4% |
| 30D | -10.8% | -1.6% | -9.2% | -10.5% |
| 3M | -30.2% | -24.9% | -5.3% | -24.8% |
| 6M | -22.3% | -25.7% | +3.3% | -16.3% |
| YTD | -52.2% | -29.2% | -23.0% | -47.6% |
| 1Y | -45.1% | -13.0% | -32.1% | -44.5% |
| 3Y | -37.1% | +35.9% | -73.0% | -49.6% |
| 5Y | -80.3% | +54.5% | -134.8% | -85.2% |
| 10Y | +45.2% | +93.1% | -47.9% | +11.7% |
| All | +45.2% | +84.6% | -39.4% | +11.7% |
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