+337.3%
ROIV vs IONS
-16.4%
+353.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.6% | +4.6% | +5.7% |
| 7D | +5.3% | -9.4% | +14.8% | +8.1% |
| 30D | +11.9% | -10.7% | +22.6% | +15.3% |
| 3M | +10.7% | -27.7% | +38.4% | +19.8% |
| 6M | +34.9% | -48.7% | +83.6% | +57.1% |
| YTD | +79.2% | -50.2% | +129.3% | +110.1% |
| 1Y | +89.0% | -46.8% | +135.8% | +117.3% |
| 3Y | +337.3% | -14.8% | +352.2% | +312.8% |
| All | +337.3% | -16.4% | +353.7% | +312.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling