+92.4%
ROIV vs IONS
-44.5%
+136.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.7% | +6.2% |
| 7D | +3.0% | -10.6% | +13.6% | +5.5% |
| 30D | +6.8% | -7.7% | +14.5% | +8.7% |
| 3M | +10.5% | -27.1% | +37.6% | +17.1% |
| 6M | +34.8% | -46.8% | +81.6% | +46.1% |
| YTD | +76.2% | -49.2% | +125.4% | +94.7% |
| 1Y | +92.4% | -44.9% | +137.3% | +111.6% |
| All | +92.4% | -44.5% | +136.9% | +111.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling