+427.2%
TXG vs IONS
-13.5%
+440.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.4% |
| 7D | +5.0% | -4.3% | +9.3% | +4.7% |
| 30D | +13.5% | +0.4% | +13.1% | +13.7% |
| 3M | +128.0% | -24.1% | +152.1% | +109.3% |
| 6M | +224.4% | -26.4% | +250.9% | +200.0% |
| YTD | +307.0% | -29.7% | +336.6% | +280.5% |
| 1Y | +427.2% | -13.0% | +440.3% | +418.8% |
| All | +427.2% | -13.5% | +440.7% | +418.8% |
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