+2,174.7%
TRGP vs IONS
+507.0%
+1,667.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | +0.8% | -4.8% | +5.6% | +1.5% |
| 30D | +11.5% | +7.2% | +4.3% | +10.2% |
| 3M | +9.0% | -22.7% | +31.7% | +12.4% |
| 6M | +20.5% | -26.9% | +47.4% | +25.1% |
| YTD | +59.5% | -26.6% | +86.1% | +65.2% |
| 1Y | +77.9% | -2.1% | +80.0% | +75.7% |
| 3Y | +253.6% | +43.4% | +210.1% | +216.7% |
| 5Y | +615.5% | +47.0% | +568.5% | +522.5% |
| 10Y | +897.1% | +97.2% | +799.9% | +697.7% |
| All | +2,174.7% | +507.0% | +1,667.7% | +1,270.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling