+405.4%
TXG vs IONS
-44.5%
+449.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.7% | +4.1% | +3.4% |
| 7D | -19.3% | -10.6% | -8.7% | -18.9% |
| 30D | -30.9% | -7.7% | -23.2% | -30.6% |
| 3M | +41.1% | -27.1% | +68.2% | +39.5% |
| 6M | +211.9% | -46.8% | +258.7% | +182.6% |
| YTD | +314.0% | -49.2% | +363.2% | +281.1% |
| 1Y | +405.4% | -44.9% | +450.3% | +386.0% |
| All | +405.4% | -44.5% | +449.9% | +386.0% |
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