-6.2%
ELV vs IONS
+39.5%
-45.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.2% |
| 7D | -0.3% | -5.3% | +5.0% | +0.2% |
| 30D | +2.0% | +0.3% | +1.7% | +1.9% |
| 3M | -3.5% | -22.9% | +19.4% | -1.9% |
| 6M | +40.2% | -23.4% | +63.6% | +42.5% |
| YTD | +15.8% | -28.3% | +44.2% | +18.3% |
| 1Y | +33.2% | -7.0% | +40.2% | +32.9% |
| 3Y | -6.2% | +37.6% | -43.8% | -9.3% |
| All | -6.2% | +39.5% | -45.8% | -9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling