+435.2%
ROIV vs IONS
-14.9%
+450.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | +9.5% | -29.4% | +38.9% | +21.6% |
| 30D | +21.0% | -35.1% | +56.1% | +38.5% |
| 3M | +18.7% | -48.9% | +67.6% | +47.5% |
| 6M | +44.5% | -62.4% | +106.9% | +96.7% |
| YTD | +92.9% | -64.2% | +157.0% | +167.1% |
| 1Y | +100.2% | -60.9% | +161.1% | +167.3% |
| 3Y | +375.0% | -38.9% | +413.9% | +390.7% |
| 5Y | +435.2% | -15.6% | +450.8% | +345.3% |
| All | +435.2% | -14.9% | +450.1% | +345.3% |
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