-38.3%
TROW vs IONS
+52.5%
-90.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.3% |
| 7D | -1.5% | -8.7% | +7.2% | +0.1% |
| 30D | -5.3% | -1.6% | -3.7% | -5.1% |
| 3M | +2.9% | -24.9% | +27.8% | +7.3% |
| 6M | +22.2% | -25.7% | +47.9% | +27.5% |
| YTD | +8.1% | -29.2% | +37.3% | +13.6% |
| 1Y | +5.8% | -13.0% | +18.8% | +6.4% |
| 3Y | +14.0% | +35.9% | -21.9% | -1.5% |
| 5Y | -38.3% | +54.5% | -92.8% | -50.6% |
| All | -38.3% | +52.5% | -90.8% | -50.6% |
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