+48.2%
OVV vs IONS
+17.3%
+30.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.0% |
| 7D | -16.7% | -9.4% | -7.2% | -14.9% |
| 30D | -1.5% | -10.7% | +9.2% | +0.7% |
| 3M | +1.6% | -27.7% | +29.2% | +7.9% |
| 6M | +2.0% | -48.7% | +50.7% | +15.3% |
| YTD | +56.8% | -50.2% | +107.0% | +77.6% |
| 1Y | +64.8% | -46.8% | +111.6% | +83.7% |
| 3Y | +38.3% | -14.8% | +53.1% | +32.2% |
| 5Y | +84.9% | +17.0% | +67.9% | +56.9% |
| All | +48.2% | +17.3% | +30.9% | +41.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling