+340.7%
RVMD vs IONS
-14.8%
+355.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.9% |
| 7D | -3.0% | -6.7% | +3.7% | -1.1% |
| 30D | -0.7% | -4.1% | +3.4% | +0.3% |
| 3M | +36.5% | -26.6% | +63.1% | +41.8% |
| 6M | +104.6% | -27.5% | +132.1% | +114.6% |
| YTD | +155.8% | -31.5% | +187.3% | +174.2% |
| 1Y | +340.7% | -15.3% | +356.0% | +330.6% |
| All | +340.7% | -14.8% | +355.5% | +330.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling