+378.0%
IOVA vs IONS
-44.5%
+422.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.2% |
| 7D | -41.3% | -10.6% | -30.7% | -37.9% |
| 30D | -38.5% | -7.7% | -30.8% | -35.8% |
| 3M | +99.5% | -27.1% | +126.6% | +126.6% |
| 6M | +126.0% | -46.8% | +172.8% | +173.6% |
| YTD | +218.7% | -49.2% | +267.9% | +303.0% |
| 1Y | +378.0% | -44.9% | +422.9% | +472.9% |
| All | +378.0% | -44.5% | +422.6% | +472.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling