+6.1%
IOVA vs IONS
+88.4%
-82.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | +0.2% |
| 7D | +5.1% | -5.3% | +10.4% | +8.0% |
| 30D | +37.2% | +0.3% | +37.0% | +36.4% |
| 3M | +117.5% | -22.9% | +140.4% | +140.9% |
| 6M | +69.6% | -23.4% | +93.0% | +90.0% |
| YTD | +218.7% | -28.3% | +247.0% | +269.5% |
| 1Y | +265.5% | -7.0% | +272.6% | +268.7% |
| 3Y | +46.2% | +37.6% | +8.6% | +12.2% |
| 5Y | -63.2% | +53.4% | -116.6% | -74.2% |
| 10Y | +6.1% | +83.9% | -77.8% | -34.8% |
| All | +6.1% | +88.4% | -82.3% | -34.8% |
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