+22.0%
IGV vs IONS
+51.6%
-29.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.5% | -1.4% |
| 7D | -3.3% | -5.3% | +2.0% | -2.5% |
| 30D | 0.0% | +0.3% | -0.3% | -0.3% |
| 3M | +7.3% | -22.9% | +30.2% | +10.7% |
| 6M | +16.7% | -23.4% | +40.1% | +20.3% |
| YTD | -2.8% | -28.3% | +25.5% | +1.1% |
| 1Y | -6.7% | -7.0% | +0.4% | -8.1% |
| 3Y | +41.1% | +37.6% | +3.5% | +20.1% |
| 5Y | +22.0% | +53.4% | -31.4% | -4.1% |
| All | +22.0% | +51.6% | -29.6% | -4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling