+603.6%
RVMD vs IONS
-7.7%
+611.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.8% |
| 7D | -3.6% | -4.3% | +0.7% | -1.6% |
| 30D | -1.1% | +0.4% | -1.5% | -1.5% |
| 3M | +41.0% | -24.1% | +65.1% | +55.1% |
| 6M | +105.7% | -26.4% | +132.1% | +129.6% |
| YTD | +155.3% | -29.7% | +185.0% | +189.9% |
| 1Y | +402.7% | -13.0% | +415.8% | +413.6% |
| 3Y | +533.1% | +35.0% | +498.1% | +377.3% |
| 5Y | +583.5% | +54.2% | +529.3% | +368.5% |
| All | +603.6% | -7.7% | +611.4% | +453.4% |
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