-92.6%
IOVA vs IONS
+247.5%
-340.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -21.4% | +23.0% | +10.1% |
| 7D | +1.9% | -24.8% | +26.7% | +12.5% |
| 30D | -44.1% | -31.5% | -12.6% | -35.7% |
| 3M | +28.9% | -45.2% | +74.1% | +60.5% |
| 6M | +125.7% | -59.1% | +184.7% | +210.0% |
| YTD | +199.3% | -60.8% | +260.1% | +320.6% |
| 1Y | +255.2% | -57.9% | +313.1% | +385.0% |
| 3Y | +106.8% | -34.5% | +141.3% | +129.0% |
| 5Y | -67.1% | -8.8% | -58.2% | -68.1% |
| 10Y | +16.7% | -19.2% | +35.9% | +15.0% |
| All | -92.6% | +247.5% | -340.1% | -95.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling