+271.8%
TXG vs IONS
-60.2%
+332.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.8% | -1.4% |
| 7D | -8.1% | -29.4% | +21.3% | -7.6% |
| 30D | -17.5% | -35.1% | +17.7% | -16.4% |
| 3M | +6.1% | -48.9% | +55.0% | +7.1% |
| 6M | +202.7% | -62.4% | +265.1% | +179.6% |
| YTD | +280.4% | -64.2% | +344.6% | +257.9% |
| All | +271.8% | -60.2% | +332.0% | +234.1% |
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