+126.1%
RY vs IONS
+13.2%
+112.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.4% | +0.5% | -2.7% |
| 7D | -1.1% | -12.6% | +11.5% | -0.2% |
| 30D | +4.4% | -11.8% | +16.2% | +5.2% |
| 3M | -2.9% | -28.4% | +25.5% | -1.0% |
| 6M | +15.6% | -48.4% | +64.0% | +19.9% |
| YTD | +21.8% | -51.0% | +72.8% | +26.8% |
| 1Y | +42.6% | -48.0% | +90.6% | +47.6% |
| 3Y | +160.9% | -17.8% | +178.7% | +155.5% |
| 5Y | +126.1% | +15.2% | +110.9% | +118.2% |
| All | +126.1% | +13.2% | +112.9% | +118.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling