-92.0%
IOVA vs IONS
+551.2%
-643.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | +9.7% | -4.8% | +14.6% | +11.8% |
| 30D | +102.5% | +7.2% | +95.3% | +96.5% |
| 3M | +100.7% | -22.7% | +123.4% | +117.5% |
| 6M | +106.3% | -26.9% | +133.2% | +129.4% |
| YTD | +222.0% | -26.6% | +248.5% | +258.3% |
| 1Y | +299.5% | -2.1% | +301.7% | +296.8% |
| 3Y | +42.9% | +43.4% | -0.5% | +17.5% |
| 5Y | -65.0% | +47.0% | -112.0% | -71.8% |
| 10Y | +10.3% | +97.2% | -86.9% | -20.5% |
| All | -92.0% | +551.2% | -643.2% | -95.9% |
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 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