+29.3%
ROIV vs IONS
-48.8%
+78.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.4% | -0.8% | -3.7% |
| 7D | -2.4% | -12.6% | +10.2% | -0.4% |
| 30D | +3.1% | -11.8% | +14.9% | +4.9% |
| 3M | +5.8% | -28.4% | +34.2% | +9.6% |
| 6M | +29.3% | -48.4% | +77.7% | +26.9% |
| All | +29.3% | -48.8% | +78.1% | +26.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling