+62.3%
OVV vs IONS
+96.6%
-34.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.7% | -1.7% |
| 7D | +0.3% | -4.8% | +5.1% | +1.3% |
| 30D | +11.7% | +7.2% | +4.5% | +10.0% |
| 3M | +9.8% | -22.7% | +32.5% | +14.5% |
| 6M | +26.6% | -26.9% | +53.4% | +33.0% |
| YTD | +67.0% | -26.6% | +93.6% | +75.2% |
| 1Y | +55.9% | -2.1% | +58.0% | +53.1% |
| 3Y | +45.5% | +43.4% | +2.1% | +24.7% |
| 5Y | +157.3% | +47.0% | +110.4% | +111.3% |
| All | +62.3% | +96.6% | -34.2% | +38.7% |
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