+250.4%
ROIV vs IONS
+47.7%
+202.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +0.6% | -4.8% | +5.5% | +2.4% |
| 30D | +1.0% | +7.2% | -6.2% | -1.8% |
| 3M | +18.3% | -22.7% | +41.0% | +26.7% |
| 6M | +18.3% | -26.9% | +45.2% | +29.5% |
| YTD | +61.0% | -26.6% | +87.5% | +75.7% |
| 1Y | +177.9% | -2.1% | +180.0% | +169.2% |
| 3Y | +199.1% | +43.4% | +155.6% | +130.8% |
| All | +250.4% | +47.7% | +202.6% | +136.5% |
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