+265.5%
IOVA vs IONS
-7.3%
+272.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | +0.1% |
| 7D | +5.1% | -5.3% | +10.4% | +7.7% |
| 30D | +37.2% | +0.3% | +37.0% | +36.2% |
| 3M | +117.5% | -22.9% | +140.4% | +123.8% |
| 6M | +69.6% | -23.4% | +93.0% | +78.1% |
| YTD | +218.7% | -28.3% | +247.0% | +249.3% |
| 1Y | +265.5% | -7.0% | +272.6% | +232.8% |
| All | +265.5% | -7.3% | +272.9% | +232.8% |
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 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