-52.5%
RUN vs IONS
-59.8%
+7.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -9.1% | -1.5% | -9.2% |
| 7D | +0.3% | -30.3% | +30.6% | +4.6% |
| 30D | +14.0% | -37.7% | +51.7% | +20.8% |
| 3M | -11.8% | -50.5% | +38.7% | -3.3% |
| 6M | -40.4% | -62.8% | +22.4% | -35.6% |
| YTD | -52.7% | -64.4% | +11.7% | -48.0% |
| 1Y | -52.5% | -59.5% | +6.9% | -53.7% |
| All | -52.5% | -59.8% | +7.2% | -53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling