+2,054.5%
TRGP vs IONS
+223.9%
+1,830.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -21.4% | +24.8% | +6.5% |
| 7D | -7.2% | -24.8% | +17.7% | -3.7% |
| 30D | -4.2% | -31.5% | +27.4% | +0.7% |
| 3M | +7.0% | -45.2% | +52.1% | +15.8% |
| 6M | +11.2% | -59.1% | +70.3% | +24.9% |
| YTD | +51.1% | -60.8% | +111.9% | +70.2% |
| 1Y | +62.0% | -57.9% | +119.9% | +80.3% |
| 3Y | +248.2% | -34.5% | +282.7% | +249.8% |
| 5Y | +432.4% | -8.8% | +441.2% | +393.2% |
| 10Y | +739.5% | -19.2% | +758.8% | +663.2% |
| All | +2,054.5% | +223.9% | +1,830.6% | +1,312.7% |
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