+18.8%
TXG vs IONS
-10.6%
+29.3%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +1.8% | -4.8% | +6.7% | +3.5% |
| 30D | +32.0% | +7.2% | +24.8% | +28.6% |
| 3M | +87.0% | -22.7% | +109.7% | +97.6% |
| 6M | +180.1% | -26.9% | +206.9% | +202.6% |
| YTD | +284.1% | -26.6% | +310.7% | +313.5% |
| 1Y | +361.7% | -2.1% | +363.8% | +336.5% |
| 3Y | +15.9% | +43.4% | -27.5% | -14.4% |
| 5Y | -66.2% | +47.0% | -113.2% | -76.3% |
| All | +18.8% | -10.6% | +29.3% | -13.2% |
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