+252.1%
ROIV vs IONS
-22.9%
+275.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.4% | -0.8% | -3.1% |
| 7D | -2.4% | -12.6% | +10.2% | +1.9% |
| 30D | +3.1% | -11.8% | +14.9% | +7.3% |
| 3M | +5.8% | -28.4% | +34.2% | +17.0% |
| 6M | +29.3% | -48.4% | +77.7% | +55.8% |
| YTD | +68.8% | -51.0% | +119.7% | +106.5% |
| 1Y | +81.0% | -48.0% | +129.1% | +116.7% |
| 3Y | +294.6% | -17.8% | +312.4% | +282.6% |
| 5Y | +373.1% | +15.2% | +358.0% | +308.8% |
| All | +252.1% | -22.9% | +275.0% | +207.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling