+638.2%
TRGP vs IONS
+51.6%
+586.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.8% | +1.7% |
| 7D | -0.6% | -5.3% | +4.7% | -0.1% |
| 30D | +14.6% | +0.3% | +14.3% | +14.5% |
| 3M | +11.9% | -22.9% | +34.8% | +14.2% |
| 6M | +25.3% | -23.4% | +48.7% | +27.7% |
| YTD | +61.9% | -28.3% | +90.2% | +66.0% |
| 1Y | +87.3% | -7.0% | +94.3% | +86.6% |
| 3Y | +268.0% | +37.6% | +230.4% | +237.2% |
| 5Y | +638.2% | +53.4% | +584.8% | +549.6% |
| All | +638.2% | +51.6% | +586.6% | +549.6% |
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