-38.2%
IONS vs RVTY
+85.4%
-123.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.7% | +8.1% | +6.7% |
| 7D | -26.3% | -0.5% | -25.8% | -26.4% |
| 30D | -31.9% | +1.5% | -33.5% | -32.3% |
| 3M | -48.0% | +31.5% | -79.4% | -51.1% |
| 6M | -62.6% | +62.7% | -125.2% | -66.7% |
| YTD | -63.3% | +60.0% | -123.2% | -67.6% |
| 1Y | -58.4% | +65.7% | -124.1% | -63.7% |
| 3Y | -38.2% | +85.2% | -123.4% | -50.3% |
| All | -38.2% | +85.4% | -123.6% | -50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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