+71.6%
TRGP vs IONS
-59.1%
+130.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.7% |
| 7D | +2.4% | -29.4% | +31.8% | +1.3% |
| 30D | +0.8% | -35.1% | +36.0% | -0.3% |
| 3M | +10.4% | -48.9% | +59.2% | +9.3% |
| 6M | +16.3% | -62.4% | +78.7% | +17.4% |
| YTD | +61.1% | -64.2% | +125.3% | +63.3% |
| 1Y | +71.6% | -60.9% | +132.5% | +74.7% |
| All | +71.6% | -59.1% | +130.7% | +74.7% |
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