+42.8%
IGV vs IONS
-34.1%
+76.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -21.4% | +24.0% | +4.1% |
| 7D | -0.4% | -24.8% | +24.4% | +1.4% |
| 30D | -9.9% | -31.5% | +21.6% | -7.7% |
| 3M | -1.2% | -45.2% | +44.0% | +2.7% |
| 6M | +11.3% | -59.1% | +70.4% | +17.9% |
| YTD | -4.0% | -60.8% | +56.8% | +1.9% |
| 1Y | -7.3% | -57.9% | +50.5% | -2.6% |
| 3Y | +42.8% | -34.5% | +77.2% | +34.7% |
| All | +42.8% | -34.1% | +76.9% | +34.7% |
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