+252.7%
ELV vs IONS
+93.9%
+158.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | 0.0% | -1.1% |
| 7D | -2.2% | -8.7% | +6.5% | -0.9% |
| 30D | -0.2% | -1.6% | +1.4% | -0.1% |
| 3M | -6.1% | -24.9% | +18.8% | -2.9% |
| 6M | +42.8% | -25.7% | +68.5% | +47.8% |
| YTD | +14.4% | -29.2% | +43.6% | +19.0% |
| 1Y | +28.6% | -13.0% | +41.6% | +29.6% |
| 3Y | -7.4% | +35.9% | -43.3% | -15.7% |
| 5Y | +14.5% | +54.5% | -40.0% | -0.8% |
| All | +252.7% | +93.9% | +158.8% | +199.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling