+42.5%
OVV vs IONS
-5.7%
+48.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -21.4% | +21.3% | +4.3% |
| 7D | -10.7% | -24.8% | +14.1% | -6.0% |
| 30D | -5.3% | -31.5% | +26.2% | +1.6% |
| 3M | +2.4% | -45.2% | +47.6% | +14.6% |
| 6M | +5.7% | -59.1% | +64.7% | +24.3% |
| YTD | +56.8% | -60.8% | +117.6% | +85.6% |
| 1Y | +59.3% | -57.9% | +117.1% | +85.2% |
| 3Y | +49.0% | -34.5% | +83.4% | +49.3% |
| 5Y | +88.1% | -8.8% | +97.0% | +66.4% |
| 10Y | +42.5% | -19.2% | +61.8% | +46.3% |
| All | +42.5% | -5.7% | +48.2% | +46.3% |
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 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