+521.6%
IQV vs IONS
+185.3%
+336.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +2.2% |
| 7D | -2.2% | -6.7% | +4.4% | -1.1% |
| 30D | +8.3% | -4.1% | +12.4% | +8.9% |
| 3M | +44.6% | -26.6% | +71.1% | +50.5% |
| 6M | +52.6% | -27.5% | +80.1% | +59.1% |
| YTD | +16.1% | -31.5% | +47.6% | +22.1% |
| 1Y | +37.3% | -15.3% | +52.6% | +39.0% |
| 3Y | +21.6% | +31.3% | -9.7% | +10.9% |
| 5Y | +0.5% | +50.2% | -49.7% | -12.1% |
| 10Y | +239.7% | +86.9% | +152.8% | +182.2% |
| All | +521.6% | +185.3% | +336.3% | +393.3% |
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