+69.1%
TRGP vs IONS
-59.8%
+128.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -9.1% | +11.9% | +2.5% |
| 7D | -5.8% | -30.3% | +24.5% | -6.6% |
| 30D | -1.5% | -37.7% | +36.3% | -2.4% |
| 3M | +6.1% | -50.5% | +56.6% | +5.4% |
| 6M | +14.4% | -62.8% | +77.1% | +15.9% |
| YTD | +55.3% | -64.4% | +119.7% | +57.9% |
| 1Y | +69.1% | -59.5% | +128.6% | +71.2% |
| All | +69.1% | -59.8% | +128.9% | +71.2% |
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 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