+529.6%
IQV vs IONS
+52.9%
+476.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.4% | -8.6% | -3.2% |
| 7D | -2.5% | -26.3% | +23.8% | +1.7% |
| 30D | +1.2% | -31.9% | +33.1% | +6.9% |
| 3M | +9.8% | -48.0% | +57.8% | +20.8% |
| 6M | +53.8% | -62.6% | +116.4% | +76.9% |
| YTD | +17.6% | -63.3% | +80.9% | +35.6% |
| 1Y | +18.6% | -58.4% | +77.0% | +33.8% |
| 3Y | +36.9% | -38.2% | +75.1% | +40.2% |
| 5Y | +4.1% | -11.1% | +15.2% | -1.4% |
| 10Y | +243.7% | -31.7% | +275.5% | +227.7% |
| All | +529.6% | +52.9% | +476.6% | +447.6% |
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