+84.6%
TRGP vs IONS
-8.4%
+92.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -1.0% |
| 7D | -0.7% | -8.7% | +7.9% | -0.5% |
| 30D | +9.5% | -1.6% | +11.1% | +9.4% |
| 3M | +10.8% | -24.9% | +35.7% | +12.8% |
| 6M | +25.3% | -25.7% | +51.0% | +27.7% |
| YTD | +60.3% | -29.2% | +89.4% | +63.6% |
| 1Y | +84.6% | -13.0% | +97.6% | +81.7% |
| All | +84.6% | -8.4% | +92.9% | +81.7% |
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