+273.8%
ROIV vs IONS
-21.6%
+295.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.6% | +4.6% | +5.7% |
| 7D | +5.3% | -9.4% | +14.8% | +8.8% |
| 30D | +11.9% | -10.7% | +22.6% | +16.0% |
| 3M | +10.7% | -27.7% | +38.4% | +22.0% |
| 6M | +34.9% | -48.7% | +83.6% | +63.0% |
| YTD | +79.2% | -50.2% | +129.3% | +118.2% |
| 1Y | +89.0% | -46.8% | +135.8% | +124.6% |
| 3Y | +337.3% | -14.8% | +352.2% | +318.8% |
| 5Y | +402.3% | +17.0% | +385.3% | +331.9% |
| All | +273.8% | -21.6% | +295.5% | +224.4% |
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