+357.1%
IGV vs IONS
-27.6%
+384.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.1% | +8.0% | +0.6% |
| 7D | -2.3% | -30.3% | +28.0% | +3.8% |
| 30D | -11.0% | -37.7% | +26.8% | -3.4% |
| 3M | -4.5% | -50.5% | +46.0% | +7.8% |
| 6M | +10.1% | -62.8% | +72.9% | +29.7% |
| YTD | -5.1% | -64.4% | +59.3% | +12.4% |
| 1Y | -10.2% | -59.5% | +49.2% | +3.3% |
| 3Y | +37.7% | -39.2% | +76.9% | +38.9% |
| 5Y | +15.7% | -15.3% | +31.0% | +4.8% |
| 10Y | +357.1% | -31.2% | +388.3% | +327.9% |
| All | +357.1% | -27.6% | +384.7% | +327.9% |
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