+2,569.4%
ELV vs IONS
+25.0%
+2,544.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.6% | +3.7% | +0.5% |
| 7D | -0.5% | -29.6% | +29.1% | +3.4% |
| 30D | +1.1% | -35.6% | +36.6% | +6.2% |
| 3M | +8.2% | -51.7% | +59.9% | +17.4% |
| 6M | +10.2% | -64.0% | +74.2% | +23.2% |
| YTD | +24.4% | -65.5% | +89.9% | +39.6% |
| 1Y | +33.8% | -62.4% | +96.2% | +48.5% |
| 3Y | -1.4% | -41.1% | +39.7% | +1.3% |
| 5Y | +5.8% | -16.5% | +22.3% | +2.0% |
| 10Y | +269.1% | -35.8% | +304.9% | +252.6% |
| All | +2,569.4% | +25.0% | +2,544.4% | +1,757.4% |
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