+496.2%
RVMD vs IONS
-51.8%
+548.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.4% | -8.7% | -5.1% |
| 7D | -10.4% | -26.3% | +15.9% | +0.2% |
| 30D | -11.0% | -31.9% | +21.0% | +3.3% |
| 3M | -14.7% | -48.0% | +33.3% | +11.0% |
| 6M | +14.9% | -62.6% | +77.5% | +69.3% |
| YTD | +116.3% | -63.3% | +179.6% | +219.9% |
| 1Y | +167.6% | -58.4% | +226.0% | +272.8% |
| 3Y | +776.8% | -38.2% | +815.0% | +825.6% |
| 5Y | +424.8% | -11.1% | +435.9% | +352.8% |
| All | +496.2% | -51.8% | +548.0% | +510.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling