+96.6%
IOVA vs IONS
-47.9%
+144.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.6% | +2.3% | +3.3% |
| 7D | -5.2% | -9.4% | +4.2% | -1.9% |
| 30D | -37.8% | -10.7% | -27.0% | -35.1% |
| 3M | +29.5% | -27.7% | +57.1% | +40.1% |
| 6M | +96.6% | -48.7% | +145.3% | +101.7% |
| All | +96.6% | -47.9% | +144.4% | +101.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling