+848.9%
TRGP vs IONS
+84.6%
+764.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.8% |
| 7D | -0.7% | -8.7% | +7.9% | +0.7% |
| 30D | +9.5% | -1.6% | +11.1% | +9.6% |
| 3M | +10.8% | -24.9% | +35.7% | +15.0% |
| 6M | +25.3% | -25.7% | +51.0% | +30.1% |
| YTD | +60.3% | -29.2% | +89.4% | +67.3% |
| 1Y | +84.6% | -13.0% | +97.6% | +85.6% |
| 3Y | +264.4% | +35.9% | +228.4% | +223.5% |
| 5Y | +636.6% | +54.5% | +582.1% | +515.9% |
| 10Y | +848.9% | +93.1% | +755.8% | +692.9% |
| All | +848.9% | +84.6% | +764.3% | +692.9% |
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 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