+98.9%
OVV vs IONS
-16.3%
+115.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -9.1% | +10.9% | +3.0% |
| 7D | -7.3% | -30.3% | +23.0% | -3.1% |
| 30D | -3.6% | -37.7% | +34.2% | +2.3% |
| 3M | -2.6% | -50.5% | +47.9% | +6.5% |
| 6M | +7.6% | -62.8% | +70.3% | +21.9% |
| YTD | +59.6% | -64.4% | +124.0% | +81.7% |
| 1Y | +62.2% | -59.5% | +121.7% | +80.6% |
| 3Y | +49.6% | -39.2% | +88.8% | +48.3% |
| 5Y | +98.9% | -15.3% | +114.3% | +80.0% |
| All | +98.9% | -16.3% | +115.3% | +80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling