+543.8%
IQV vs IONS
+43.7%
+500.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.6% | +2.4% | -0.7% |
| 7D | +2.4% | -29.6% | +32.0% | +7.6% |
| 30D | +4.0% | -35.6% | +39.6% | +10.9% |
| 3M | +12.2% | -51.7% | +63.9% | +25.0% |
| 6M | +54.9% | -64.0% | +118.9% | +79.3% |
| YTD | +20.3% | -65.5% | +85.8% | +40.1% |
| 1Y | +22.7% | -62.4% | +85.2% | +40.8% |
| 3Y | +38.3% | -41.1% | +79.4% | +42.8% |
| 5Y | +6.5% | -16.5% | +22.9% | +1.9% |
| 10Y | +251.5% | -35.8% | +287.3% | +238.7% |
| All | +543.8% | +43.7% | +500.1% | +465.9% |
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