+2,419.4%
ELV vs IONS
+165.9%
+2,253.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.7% |
| 7D | +3.3% | -4.8% | +8.2% | +3.9% |
| 30D | +4.2% | +7.2% | -3.0% | +3.2% |
| 3M | -0.1% | -22.7% | +22.6% | +2.4% |
| 6M | +41.3% | -26.9% | +68.1% | +45.6% |
| YTD | +17.4% | -26.6% | +44.0% | +20.9% |
| 1Y | +35.1% | -2.1% | +37.2% | +34.1% |
| 3Y | -3.2% | +43.4% | -46.7% | -10.6% |
| 5Y | +15.6% | +47.0% | -31.4% | +4.4% |
| 10Y | +276.8% | +97.2% | +179.6% | +215.0% |
| All | +2,419.4% | +165.9% | +2,253.5% | +1,508.3% |
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 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